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What Happened in the Markets in July?

What Happened in the Markets in July?

“Good enough” corporate earnings and continued optimism around accommodative monetary policy propelled US stocks and bonds modestly higher for July, though gains were promptly erased by trade tensions to start August. On the last day of July the Fed announced a widely...

How to Find the Right Realtor for You

How to Find the Right Realtor for You

Home-buying season is in full swing, and one of the most important considerations when it comes to either buying or selling your home is deciding on which real estate agent to work with and how you want to engage them. We generally recommend working with a realtor...

A Beginner’s Guide to ETF Investing

A Beginner’s Guide to ETF Investing

A Beginner’s Guide to ETF Investing What Are ETFs — and Should You Invest in Them? You’ve probably heard the term “ETF” whether from your advisor or when reading investing news or blogs. But when I talk to people about their portfolios, sometimes they have questions...

A Financial Checklist for New Parents

A Financial Checklist for New Parents

A Financial Checklist for New Parents If you’re expecting the arrival of your first child soon, chances are you’ve got a to-do list that’s a mile long. It probably includes everything from getting the new baby’s room ready and sending out announcement cards to...

Should You Invest in an IPO?

Should You Invest in an IPO?

IPOs often generate lots of excitement—do they also generate investor profits? Sometimes, but Warren Buffett stays away. Initial public offerings (IPOs) create buzz in the investment world. After all, who doesn’t want “in” on the ground floor of the next Microsoft,...

What Moved the Markets in June?

What Moved the Markets in June?

Overview Optimism on trade paired with indications the Fed will cut rates drove all major asset classes higher. By changing tune on the direction of rates, the central bank indicated concern about mixed economic data points and the ongoing possibility of the trade war...

How to Talk to Your College Grad About Money

How to Talk to Your College Grad About Money

Four Financial Topics to Discuss with Your New College Graduate Graduating college is a huge turning point for young people – life changes after college. It’s time to enter the work force, and to launch your career. While it’s of course an exciting time, college...