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July 01, 2022 | Investing
The Storm After All-Time Highs It’s been a treacherous first half of the year, especially after starting it at all-time highs. As a reminder, the S&P 500 delivered 29% total return over the course of 2021. Now, and as of June 13th, the post-pandemic bull market is over, with the US stock market …
June 29, 2022 | Investing
When it comes to stock selection and managing portfolios, every buy or sell decision is made with careful, thorough analysis, and they’re all done for a reason. No investment professional worth their salt would say otherwise. But how many of those investment professionals have processes in …
June 27, 2022 | Non-Profits
In partnership with Hudson Community Foundation, our panel of experts discuss the state of charitable giving in 2022. Looking at how philanthropy has changed over recent past years, the concerns that donors and non-profits have today, and tools and techniques for helping the …
June 15, 2022 | Investing
Key Takeaways: On Monday (June 13), the US stock market fell again, closing over 20% below its all-time high that is commonly used to define a bear market Better starting yields and diversification benefits, especially in recessions, are key reasons to own bonds for the short- and long- …
June 13, 2022 | Investing
Ronald Reagan was in office, the price of gasoline was $1.31 and E.T. the Extra-Terrestrial was the highest grossing film. The year was 1982 and inflation was finally falling after peaking three years earlier when Federal Reserve chairman Paul Volcker set out on an …
June 09, 2022 | Financial Planning
Primary residences and second homes can each be leveraged in different ways to help achieve financial goals. One has the potential to be an investment vehicle (generating income while appreciating in value) and the other is simply a lifestyle asset – can you guess which one is which? Let’s …
June 02, 2022 | Investing
Becoming financially stable is a balancing act. From operational costs to building enough reserves to advance their mission, organizations’ success is in designing a plan to cultivate funding. Such planning is Alison Finstad's specialty. In this webinar we learn from her more …
June 01, 2022 | Investing
The Volatility Continues... Markets teetered between red and green throughout May, ultimately ending down as another bout of volatility dipped US stocks toward a bear market and marked one of the longest down streaks in decades. On several occasions, the S&P 500 treaded close to a bear market, …
May 26, 2022 | Investing
The past few weeks, months, and even years have been chaotic to say the least. We’ve invested through a global pandemic, supply chain backlogs, and war – it seems like investors can’t catch a break, especially with the recent selloff. The latest hurdle is in navigating seven straight weeks of …
May 25, 2022 | Tax Planning
What comes to mind when you think about taxes? It’s probably not the blissful feeling of sipping a refreshing drink on the beach. Instead, it’s deadlines, numbers, forms, and an overall annoyance. It doesn’t help that tax rules are constantly updating, making a complex topic even more difficult. …
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