Category Archives: Investment

Adrian Young’s Family Life Network Radio Interview

Our Executive Vice President Adrian Young was recently interviewed on Family Life Network as a special feature. His conversation offered practical tips and techniques for managing your personal and household […]

Make a Plan for Estate Planning

Imagine the scene at a family dinner, when everyone was well fed and comfortable, and your children brought up your estate planning. “Are your Wills still from when we were […]

Another Week, Another Record High

In a week that kicked off the unofficial start of earnings season, 22 of the S&P 500 companies reported first-quarter results. Overall sentiment seemed to get a boost from Wednesday’s […]

Pride Before the Fall?

The holiday-shortened week capped off a strong first quarter for stocks, with the S&P 500 crossing the 4,000-point mark for the first time ever. Among the highlights were consumer confidence […]

Stuck in a Rut? Optimism is on the way!

As we near the end of the first quarter, the markets and economy have been in a bit of a funk. February saw a number of disappointing economic numbers come […]

Greater Than We Imagined

This week marks the one-year anniversary for the end of the COVID-19 sell off. If you recall, last March the Dow Industrials plunged 38.4%, the S&P 500 dropped 35.4%, and […]

Piling Back into the Stock Market

The past few weeks in the stock market have been challenging for many investors. On one hand, the Dow Industrials (think old, traditional companies) have been strong, while the up-and-coming, […]

Understanding Cryptocurrency

A Guide to the Risk and Opportunity of Digital Money What is cryptocurrency? In late 2009, the financial world was revolutionized with the invention of Bitcoin, the first successful cryptocurrency. […]

The Added Value of Working with an Advisor

You may have seen the news that the financial services industry is experiencing a trend towards index funds–passive fund management options in which the holdings of a portfolio mirror the […]