This quarter’s newsletter focuses on financial health and the power of volunteering. Read our newsletter to find out why we are proud of Charlie Kerwood, and how we incorporate financial literacy into our lives.
Read more »Our partner, Jason Farris, recently opened a bank account for his four-year-old son. This opened a few questions like how should it be titled? Jason discusses a few items to consider before opening a bank account.
Read more »2018 was a very volatile year. Quarter 1 has nicely rebounded. Our chief investment officer explains why investors cannot simply extrapolate market movements from day-to-day or even month-to-month. These are extraordinary returns for a short three-month investment horizon, and one should not expect these returns to continue at this pace.
Read more »Happy Financial Literacy Month; April is the time to reflect on personal finances, strategies to improve our financial literacy, and celebrate past successes. Our advisors reflect on how they incorporate financial literacy in their lives.
Read more »Did you know financial planners have their own periodic table? It shows the importance of diversification across various asset classes. Jason Farris discusses what the periodic table of investment returns is and why it would be beneficial to review it every year.
Read more »Charlie Kerwood was recently honored at The 5th Annual Night of Champions event for being a community leader in making life-changing learning experiences for students. Our Brand Manager interviewed Charlie after the event and asked him a few questions about the organization and his passion behind volunteering.
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