News & Events

  • Market Update: The Investment Implications of the Coronavirus

    March 10, 2020

    Though we typically reserve our market commentary for the quarter’s end, current global events and the market’s response to these warrant a more immediate update. While it seems like ancient history, the S&P 500 closed at its all-time high just 18 days ago on February 19th, 2020 at a level of 3,386. Since that time […]

    more
  • Staying Invested Through Difficult Times

    February 2020

    As an investor it can be difficult to keep up with all of the headlines pointing to the latest news that is moving the markets. From October 2019 through January 2020, the S&P 500 rallied nearly 10% with very little volatility. Today, heightened concerns over the severity of the Coronavirus along with uncertainty around who […]

    more
  • What You Need To Know About The SECURE Act

    February 2020

    On December 20, 2019, President Donald Trump signed into a law a retirement savings bill known as the SECURE Act. “Setting Every Community Up for Retirement Enhancement”, the bill was included as part of a massive government spending bill approved by Congress to avert another government shutdown. In it are significant changes to retirement savings […]

    more