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January 22, 2022
Dividends Matter In Down Markets
As the new year gets underway the equity market so far in January has not been kind to investors. Both stock and bond investments are mostly down with the…
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January 21, 2022
Retirement Meditation #3: What is Retirement?
Me: What is retirement?  My teenage child: That’s easy. It’s when you stop working. Me: Then why do I meet people every day who are working but say they are…
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January 20, 2022
Winter 2021 Investor Letter
The U.S. large cap equity market, as measured by the S&P 500 Index, showed its resilience in the fourth quarter by returning 11.0%. This marked the seventh…
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January 17, 2022
Yield Curve In Focus And Sentiment
The Federal Reserve has put the market on notice that interest rate increases are likely to come sooner than originally anticipated as well as an unwinding of…
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January 16, 2022
Inflation And The Equity Market
The recent release of Federal Reserve minutes gave investors a reason to reevaluate the pace of future Fed tightening. The minutes lead investors to believe…
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January 13, 2022
Retirement Meditation #2: Do I spend more time planning vacation or planning for retirement?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement…
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January 10, 2022
2022 Tax Guide
Click here to download the 2022 Tax Guide.
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January 6, 2022
Retirement Meditation #1 - Can I get a do-over at retirement?
Author: Paul A. Carl, CHSA, CPFA​Vice President, Retirement&nbsp…
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January 1, 2022
Dogs Of The Dow Performance Does Not Keep Pace In 2021
One investment strategy that gets attention at the beginning of each year is the Dogs of the Dow. The Dogs of the Dow strategy is one where investors select…
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December 28, 2021
Record Stock Buybacks And Record Dividends In Q3 2021
S&P Dow Jones Indices recently reported preliminary buyback and dividend data for for the S&P 500 Index through the third quarter and records were achieved for…
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December 2, 2021
Investor Fear At An Extreme and Stocks Rise
Just as investors become fearful of stocks, the equity market experiences a turnaround. Before today's (12/2/2021) trading the S&P 500 Index was down a little…
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