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Wealth Manager, Marcus Anderson, CFP®, CIMA®, AIF®, breaks down the 5 key indicators, definitions, and more. I want to talk about the word “recession”.  A word that can spark fear and anxiety in a lot of people. Unlike, what most people think, which is, “we’re in a recession if two consecutive negative GDP quarters”, or…

In this November market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Some of the key points for November’s update are: The October inflation report was encouraging, but we need to see inflation decline over several months to establish a trend. Volatility tends to increase during midterm election years, but…

Understanding your AT&T retirement plan will allow you to make informed decisions about your finances before and during your retirement. Of course, the telecommunications company does offer their support and assistance in setting up and maintaining your plan, but ultimately, it’s your responsibility to develop a nuanced understanding of the terms and conditions so that…

Written by: Joe Cilley, CFP®, VP, Financial Planning Recently I saw an online profile of an advisor claiming to be “the easiest advisor you’ll ever work with.” I’ve been thinking. What does it mean to be “the easiest” to work with, and can they really deliver? It’s common for financial professionals these days to advertise…

Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce. That’s why it makes sense to consider how an upcoming wedding—be it yours or that of a child or grandchild—could impact both your current wealth and your wealth planning goals. Too often, one or both spouses in a divorce end up…

Written by: Kate Redden, CFP®, ChFC®, CKA®, Regional Director, Partner The end of a year traditionally is the time to make resolutions for the new year ahead. This applies as much to your financial life as it does to all those personal goals you promise yourself you’ll attend to. Financially speaking, though, the things worth…

Written by: Tony Pitzer, CFP®, Partner, Wealth Manager If you’re at the beginning or middle of your working career, you may not have given much thought to Social Security. If retirement is on the horizon, you may just be starting to wonder about the details. For a program that’s such a significant contributor to so…

In this October market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. The single most important data point for economies and investors continues to be inflation. Some of the key points for October’s update are: The acceleration in core inflation is concerning and solidifies expectations for the Federal Reserve to…

In this recorded webinar, Director of Portfolio Strategy, Caleb Tucker, explores the current economic climate and how we got here. We specifically address the impact of inflation on the economy and the Federal Reserve policies that have been implemented to combat it. We also look at market drivers and the impact they will have in…

In this August market update, Caleb Tucker, CFA®, Director of Portfolio Strategy, reviews this month’s market trends. Markets are in a much more upbeat mood than we’ve experienced most of this year. Since bottoming in June, equities have ripped higher, on the back of better than expected inflation in July and expectations about a less…