March 2017

Required Minimum Distributions: The Good News and The Bad News

RMD Image.jpg by Thomas Rueger, JD

With the post World War II baby boom generation typically being defined as those born between 1946 and 1964, and with the first members of that group now reaching the age of 70 ½; 2017 unofficially marks the beginning of Required Minimum Distributions (RMDs) for an entire generation. It’s the typical good news bad news scenario.

Faith, Family, and Finances

Father Daughter.jpgDo you have a gap in your understanding of the gospel? What would it look like to be an all-out radical parent? What can I do to save on my healthcare costs? Take a look at the articles below for insight on answering these important questions.

Monthly Markets Memo - March 2017

World Money Small.jpgby Dan Zalipski & Scott Rosenquist, CFA

Market Update

The post-election rally may be over for now.  Over the past month, the major U.S. Indices are mixed.  Large companies represented by the S&P 500 Index are up a little over 1%.  At the same time, mid and smaller sized companies, represented by the S&P 400 and Russell 2000 respectively, were slightly negative over the past month. 

Market Minute - March 31, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Free Cash Flow

One sign of a healthy business is the amount of cash it produces from its operations. The cash from operations minus any investments to maintain the business (capital expenditures) is considered free cash flow (FCF).  

Market Minute - March 3, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Market Valuation and P/E Ratio

The stock market has climbed double digits since the election and now has investors starting to wonder if it has moved too high too quickly.  One of the most common measures of stock market valuation is the price to earnings ratio (P/E).  When you hear in the news or from your neighbor that a stock looks cheap or expensive, they are most likely referring to the P/E ratio. 

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