Finance

Weekly Market Review - July 17, 2019

by Chad Hassinger on Jul 18, 2019

Finance

By Bradley J. Rathe, AIF®
Chief Investment Officer

The stock market rally has continued to make new highs since the market swoon (sudden and widespread loss in the value of stocks) of May. This week kicks off Q2 earnings season and expectations have ratcheted down as we have gotten closer with -3% on quarter over quarter earnings currently expected.

Generous Giving in Financial Planning

by Chad Hassinger on Jun 7, 2019

Finance

By Pamela A. Martin, AIF®
Financial Advisor

This past month, I had the distinct honor of witnessing the most precious moment in my career as a financial advisor.  You see, as a financial advisor, we are called upon during many stages of life; the ups and downs, the mountains and the valleys.   It is during the lows that our advice, service and support is most frequently sought– death, illness, divorce, job loss, financial mishaps – and we feel privileged to be able to help in those sensitive situations of critical importance to our clients.

No longer “What If” but “When.” How is your portfolio reacting?

by cehassinger on Feb 5, 2019

Finance, Retiremnet, Lifestyle

By Bradley J. Rathe, AIF®
Chief Investment Officer

The quality of an investment portfolio is not only measured by its performance when the market is doing well but also by how well it withstands changing markets and volatility. There are thousands of "what if" scenarios that can negatively affect your portfolio. Any single scenario can have a dramatic adverse effect. Imagine the effect of multiple events hitting at once, as we see now. 

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