Investments

Q&A on the Economy and Markets

Dave Donabedian, CFA
January 08, 2019

If you’re wondering how long the current economic cycle can last or how political rhetoric might impact your investments, rest assured that we have done the research.
Investments

The Stock Market in 2019: Desperately Seeking Clarity

Dave Donabedian, CFA
January 02, 2019

Superstition is not anybody’s recommended guidepost for making investment decisions. But, years ending in “8” have produced unnerving volatility for investors.
Investments

FOMC Raises the Target Range By 0.25%

Gary Pzegeo, CFA
December 20, 2018

Many have been expecting the Fed to attempt a “dovish hike”, by combining an increase in the target rate with lower expectations for rate hikes in 2019. It appears they have adopted that strategy, but may not gone far enough to satisfy fragile market expectations.
G2G Impact

Why Insurance is Your Safety Net, Not an Investment

Jordan Sheiner
December 19, 2018

Research shows that compared to older generations, millennials are just as likely to have auto insurance but far less likely to have homeowners/renters insurance or life insurance. This begs the question: is our generation underinsured?
Wealth Strategies

Year-End Tax Planning Checklist: What You Need to Know

Art Graper, CFP®
December 18, 2018

Year-end tax planning should be a part of everyone’s financial routine. The checklist from our Wealth Strategies Group, included below, serves as a starting point.
Investments

Currency Wars

Gregg Anderson
December 13, 2018

As the end of 2018 approaches and we reflect on the major events of this year, the intensifying trade conflict between the United States and China looms near the top of the list. So far this year, the Trump administration has placed tariffs on $250 billion worth of Chinese imports, leading China to strike back accordingly as each new block of tariffs is imposed. This tit-for-tat...
Investments

What's Bothering the Stock Market?

Dave Donabedian, CFA
December 11, 2018

Volatility—and in a downward direction—returned to global equity markets in the early days of December. We see three fundamental factors impacting sentiment, boosting volatility and prompting “risk off” behavior.
G2G Impact

G2G Impact: How to Control Your Credit So It Doesn’t Control You

Jordan Sheiner
December 11, 2018

Welcome to Part III of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. More than ever before, debt has found a way to creep into nearly all of our lives. Today,  70 percent  of college students graduate with significant student loan debt, and the average American has a credit card balance of  $6,375...
Investments

Clean Energy: A Sunny and Windy Forecast

Lance Marr, CFA
December 06, 2018

There’s no question that energy is what makes the world go ‘round. Nor that traditional resources— primarily fossil fuels—are ultimately finite. And today, there’s no question that clean energy is not only competing with traditional sources of energy, in many cases it is beating them.
G2G Impact

G2G Impact Planning Foundations: Savings and Investments

Jordan Sheiner
December 04, 2018

The Millennial generation is already great at saving—a result of having the importance of saving ingrained at an early age. Unfortunately, investing doesn’t come as naturally for this generation: a full three in five Millennials aren’t invested in the stock market at all.
Wealth Strategies

Preparing Yourself Financially For The Unexpected

Cathy Schnaubelt
November 29, 2018

At times of personal and family crisis such as divorce or death of a spouse, financial matters are among the last things that you should have to worry about. Yet, concerns about everyday questions like how to pay the bills and how to access online accounts often find their way to the top of the list of anxieties.
G2G Impact

G2G Impact Planning Foundations: Planning For Your Future

Jordan Sheiner
November 28, 2018

Despite an abundance of tempting short-term purchases, such as a newer, larger apartment, a better car or that next international vacation, millennials are also increasingly thinking about the long-term, even if they’re not sure how to get there.
G2G Impact

Wealth Your Way Podcast: Charitable Planning - When Fortune Smiles on You, How Do You Smile Back?

Josh Miller, CFP®
November 27, 2018

If there are causes you feel strongly about that you wish to support financially, charitable giving is likely an important consideration when setting your near- and long-term financial goals. While donating money to your favorite charities can be as simple as writing a check, there are various other options available to you for making charitable contributions that may reduce your current and...
Wealth Strategies

Medicare: What’s Changing in 2019

Camille Barron
November 20, 2018

Open Enrollment runs from October 15 through December 7, 2018. As always, there are changes this year compared to last. Let’s look at some of the most significant and explore why they matter to you.
Wealth Strategies

How to Incorporate Philanthropic Giving into Your Estate Plan

Cathy Schnaubelt
November 15, 2018

Regardless of why you choose to give, you can easily incorporate your philanthropic goals into your estate plan with the help of your wealth advisor or estate planning attorney.