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Library » 2018 Tax & Planning Guides

January 31, 2018 | Wealth Management

Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. In many cases, this information can be difficult to locate or understand. With this in mind, we created a set of reference guides to break down exactly what you need to know about the new tax law, …

Financial Planning » Prosper

December 12, 2017 | Wealth Management

We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …

Library » April 2015 Update

April 01, 2015 | Market Commentary

Market Forces What’s Driving Markets? Depending on who you ask, you are likely to get a variety of answers as to what moved financial markets during the first quarter of 2015. One person might answer that it was oil prices; another might answer that it was the U.S. dollar; a third might answer …

Library » January 2015 Update

January 06, 2015 | Market Commentary

Market Forces Oil Prices Fall The “Beverly Hillbillies” was a sitcom that ran on CBS from September of 1962 thru March of 1971. During its run in the 1960s, gas prices were less than $0.50 per gallon, the typical motor vehicle averaged about 12 miles per gallon, and nearly everyone could recite …

Library » October 2014 Update

October 09, 2014 | Market Commentary

Market Forces Fundamentals Trump Semantics Unless otherwise noted, all figures are based in USD. Prior to the Federal Open Market Committee (FOMC) meeting in September, a great deal of time and energy went into the debate as to whether the FOMC would continue to include the phrase “ …

Library » July 2014 Update

July 07, 2014 | Market Commentary

Market Forces The Calm Before the Storm Many are familiar with the phrase “the calm before the storm.” It refers to that eerie period when the air suddenly goes still, the birds stop singing, and even the insects seem to disappear. Intuitively, most people are attuned to it because more …

Library » April 2014 Update

April 01, 2014 | Market Commentary

Market Forces Rolling With the Punches During the first quarter of 2014, the equity markets were rather resilient. It is not as if market participants expected trials and tribulations, especially after their stellar performance in 2013. Nonetheless, the markets were able to withstand and …

Library » January 2014 Update

January 06, 2014 | Market Commentary

Market Forces Financial Markets Look Forward The explosion of media that bombards us in real time has become staggering. We now live in a world of continuous updates on what is happening, where it is happening, and to whom. Unfortunately, the vast majority of what is being reported falls into …

Library » October 2013 Update

October 01, 2013 | Market Commentary

Market Forces Policy Actions Are In The Spotlight For an off-election year, policy decisions and the associated politics certainly played a dominant role in the third quarter of 2013. While the state of the economy, domestically and globally, was important, what the Federal Reserve intended to …

Library » July 2013 Update

July 02, 2013 | Market Commentary

Market Forces Navigating Through Change It is fascinating how certain terms gain traction when applied to the financial markets. In 2007, the terms “quantitative easing,” “operation twist,” and “tapering” would have most likely triggered quizzical stares, as opposed to the knowing nods of today. …


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