December 2018

Advice for the New Workforce

Scan Alert Image.jpg by Jonathan Alton, CFP®​

Making sure your kids are prepared to make smart financial decisions may be one of the last lessons you can teach them. Entering the workforce in a full-time position is one of the most exciting and nerve-racking times for a young adult (and their parents, too!).

Monthly Markets Memo - December 2018

World Money Small.jpgby Dan Zalipski, CFA 

Unless Santa delivers a last-minute present, stocks are looking like a real lump of coal as we close out the year.  Bonds are also struggling this year in the face of rising interest rates, with the Barclays Aggregate Bond index sitting on a loss at the time of this writing.  We may be witnessing some history in the making as the S&P 500 and the Barclays Aggregate Bond index have never both posted negative returns in a calendar year.  This highlights what an unusual year 2018 has been for the markets.

Advisor Weekly 12/10/2018

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Advisor Weekly 12/03/2018

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Advisor Weekly 11/26/2018

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Advisor Weekly 11/19/2018

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Advisor Weekly 11/12/2018

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Advisor Weekly 11/05/2018

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Advisor Weekly 10/29/2018

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Advisor Weekly 10/22/2018

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Advisor Weekly 10/15/2018

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Advisor Weekly 10/08/2018

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