Investment Commentary

OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY

Getting Skunked: 2nd Quarter 2022 Commentary

Getting Skunked My father used to pay me $50 cash NOT to bring my dog […]

2nd Quarter 2022: Market and Economy

Market and Economy Persistently high inflation, rising interest rates, and the ongoing Russia/Ukraine war weighed […]

Interest Rates, Inflation and Your Portfolio: Special Market Commentary

Interest Rates, Inflation and Your Portfolio An audio Q&A featuring Benton Bragg, CFA, CFP®, Jen […]

Value Still Beats Growth

Back in 2015, we wrote an article entitled Value Beats Growth, referencing the fact that […]

Planning Commentary

TIMELY FINANCIAL PLANNING ADVICE

FAFSA Changes Are on the Way

If you have a student who will be enrolled in college for the 2023–24 school […]

Choosing Between a Donor-Advised Fund and a Private Foundation

Charitable planning, like most areas of financial planning, is not one-size-fits-all. Your needs and priorities […]

Roth Conversions: One Proactive Measure During Bear Markets

The first half of 2022 certainly tested the patience of investors. Both stock and bond […]

Estate Planning Update: Portability Filing Relief

Originally Published June 2017, Updated July 2022 The original version of this article described the […]