Investment Outlook: Valuations vs. Data

While the temperature outside cools as we move into the fall and winter seasons, stock markets remain red hot. Despite three of the most powerful hurricanes to ever hit the U.S., political divisiveness in Washington, and threats from North Korea, U.S. stocks rose another 4.5% in the third quarter, bringing year-to-date returns on the S&P [...]

Unlock 5 Advantages of Advisor-Guided Retirement Plans

With most Americans concerned that they won’t be able to retire on time, or perhaps worse, will outlive their retirement income, it’s time for business owners to get serious about employee-sponsored retirement plans. These plans are a primary money stream for individuals in their retirement years, making it absolutely essential that they’re designed to benefit [...]

By | 2017-11-08T14:51:10+00:00 October 6, 2017|Retirement|0 Comments

Investing 101: A Beginner’s Guide to Types of Investments

Someone not involved in the finance industry, or who hasn’t invested personally, might hear the words “stock market” and think of a far off place on Wall Street. However, that isn’t the only way to invest money. Anyone can get involved with investing, saving for retirement, trading, or just watching the stock market. For starters, [...]

By | 2017-08-11T11:15:55+00:00 August 11, 2017|Investor Education|0 Comments

Our Investment Outlook: All About Growth

Despite distracting headlines out of Washington, domestic equity markets marched to new record highs (for the S&P 500 & Nasdaq) during the quarter. Equity markets focused on the upward trend in GDP growth and robust corporate earnings (up over 15% year-over-year) that recorded the most profitable period in over five years. Historically, such periods of [...]

5 Financial Goals to Aim for in Your 20’s

“I just got a job and have a steady income. What now?” If there is one thing college doesn’t always prepare us for, it’s how to function in the “real world,” especially when it comes to dealing with finances, like paying bills, investing for the future, and doing taxes. As a finance major, I have [...]

By | 2017-08-11T10:12:19+00:00 July 12, 2017|Investor Education|0 Comments

Network Safety Alert

The latest massive ransomware attack, Petya, is quickly spreading to the United States. Similar to WannaCry, Petya capitalizes on the same Windows vulnerabilities, but Petya has developed an even more devastating result. If infected, Petya moves quickly to encrypt your computer boot files and shuts down your entire system leaving you with little to no [...]

By | 2017-06-28T11:55:07+00:00 June 28, 2017|Investor Education|0 Comments

Investors, Please Strap in Tight and Keep Your Hands Inside the Ride

As the weather heats up and local amusement parks tune up their rides for the summer crowds, dreams of heading to Hershey Park, Six Flags or Kings Dominion are in full swing. If you are anything like me, you like the roller coasters that go fast, twist you up, down, left then right, and finish [...]

By | 2017-07-12T10:09:22+00:00 May 9, 2017|Investor Education|0 Comments


Stocks Fly! Stock markets are off to a strong start in 2017 fueled by healthy earnings growth. As companies in the S&P 500 index begin to report their results for the 1st quarter, aggregate sales and earnings growth are currently up 4.4% and 13.2%, respectively, when compared to last year. Political tailwinds? While much of [...]

“The Plow Horse is Dead”

We continue to observe evidence of accelerating economic growth, an environment that historically bodes very well for stocks. We remain optimistic and anticipate a positive investment climate to persist for much of 2017. Brian Wesbury, Chief Economist for First Trust Portfolios, shares a similar viewpoint in this short video about how and why he believes [...]

By | 2017-04-10T15:22:12+00:00 April 7, 2017|Investor Education|0 Comments

3 Common Retirement Accounts: Which One Is Best for You?

As a hard-working American, you spend a lot of your life punching the clock day in and day out, dreaming of the day when you can trade your business attire for a swimsuit as you relax by the beach while RETIRED! When I think of retirement, I think of golf, tennis, DIY projects, relaxation, travel [...]

By | 2017-03-21T12:29:12+00:00 March 20, 2017|Investor Education, Retirement|0 Comments