2019 Q1 Investment Report

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.

How We Incorporate Financial Literacy Into Our Lives

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.

Champions For Learning: Q&A With Charlie Kerwood

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.

2018 Q4 Investment Report

The markets were disappointing last quarter due to December’s poor performance. 2018 became the worst performing year for stock investing since 2008. Jason Eliason discusses why this happened: