Perspectives

Have you considered selling your investments, given the current market conditions? Partner Alyson Nickse advises keeping your investments in a recent NextAdvisor article. She encourages investors [...]

With Monday’s -3.9% decline, the S&P 500 has now fallen over 20% from a January peak and officially entered ‘bear market’ territory.  Down markets grab headlines and swiftly erase gains that [...]

Several big retailers reported their quarterly earnings last week with dramatically different results. Why did some do better than others? Equity analyst Sarah Kanwal spoke with Barron’s on this [...]

Are you worried about the latest interest rate hike? In a recent Wall Street Journal article, CIO and Partner John Ingram discusses inflation and the market effects of the Federal Reserve’s [...]

CIO and Partner John Ingram advises clients to be comfortable with their asset allocations and not attempt to change them if a recession were to begin. Using a de-risking approach to protect [...]

Wealth planner Kayla Holland explains how educating youth is essential to fostering a diverse sector as well as increasing awareness of what financial planners do and how they help families [...]

2022 is off to a rough start for investors.  The broad selloff across global stock and bond markets accelerated in April and has continued into May with the S&P 500 index falling over -12.5% [...]

The current energy shock has investors playing around with their portfolios to drive long-term success. Recently, CIO John Ingram spoke with ETF.com about the importance of digging into ETFs to [...]

Some see commodities as essential long-term investments to support retirement plans. Commodities outperform when inflation strikes. Recently, CIO and partner John Ingram spoke with Forbes about [...]

A Humanitarian Disaster  Even as the war unfolds “live” in real time, it is hard to comprehend the scale of the humanitarian costs for those in Ukraine. Estimates already suggest that over 2 [...]