Latest Posts

July Monthly Economic Update

by Chad Hassinger on Jul 6, 2020

Finance, Lifestyle

July Monthly Economic Update

Stock prices climbed higher in June, as investors looked beyond an increase in COVID-19 cases as well as reports that several states planned to slow the pace of their economic re-opening. Stocks opened the month higher, but the momentum quickly stalled, as states struggled to re-open their economies while facing an increase in COVID-19 cases. Investor sentiment was further dampened by a subdued forecast of economic recovery issued by the Federal Reserve...

What is the link between inflation and equity returns?

by Chad Hassinger on Jun 7, 2020

Finance, Weekly Market Commentary, Lifestyle

What is the link between inflation and equity returns?

As a general rule, equities are a good hedge against inflation. However, given this unprecedented economic situation, general rules may not always apply, especially in the short term. This article presents some interesting insights into the link between inflation and equity returns. We found this information interesting as it answers some common questions our clients have been asking...

How to Decide Where to Donate Money and Make an Impact Right Now

by Chad Hassinger on Jun 7, 2020

Finance, Weekly Market Commentary, Lifestyle

How to Decide Where to Donate Money and Make an Impact Right Now

The death of George Floyd has started a movement across the country and the world. You're probably seeing a lot of social media post asking you for donations to organizations that will help various causes. But how do you know who to give to and if that organization is really going to help? This article discusses the many ways your giving can have the greatest impact....

These Uncertain Times

by Chad Hassinger on Jun 5, 2020

Finance, Estate Planning, Weekly Market Commentary

Provided By Robert A. Mecca, CFP®, MBA
Vice President, Wealth Management

How many times have you heard the following expression at the beginning of a statement? “During these uncertain times.” It seems like everywhere we turn, this saying is blasted all over the media. Are you tired of hearing this? Me too. We know these are difficult, unusual, and, yes, uncertain times. We don’t have to be told again and again...

June Monthly Economic Update

by Chad Hassinger on Jun 5, 2020

Finance, Tax Planning, Weekly Market Commentary

June Monthly Economic Update

Stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. The Dow Jones Industrial Average rose 4.2%, while the Standard & Poor's 500 Index picked up 4.5%. The NASDAQ Composite led, gaining 6.7%. April's positive momentum continued into May...

A Stock Market Lesson to Remember

by Chad Hassinger on May 28, 2020

Finance, Estate Planning, Weekly Market Commentary

Provided By Steven M. Gronceski, CFP®, AIF®
Vice President, Wealth Management

Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market...

May Monthly Economic Update

by Chad Hassinger on May 5, 2020

Finance, Tax Planning, Estate Planning, Weekly Market Commentary

May Monthly Economic Update

Stocks rebounded sharply in April, fueled by a flattening pandemic curve and positive results from a clinical trial investigating a treatment for COVID-19. The Dow Jones Industrial Average, which dropped 1% in March, jumped 11.08%. The Standard & Poor’s 500 Index rose 12.68%, and the NASDAQ Composite surged 15.45%.

Trying Times = Opportunities

by Chad Hassinger on Apr 8, 2020

Finance, Estate Planning, Weekly Market Commentary

Provided By Robert A. Mecca, CFP®, MBA
Vice President, Wealth Management

There is no textbook any of us can use to navigate through this present global situation. We cannot, for example, pull out the finance book, go to chapter four, page 112 and read about the best strategies to implement in case of a major coronavirus outbreak killing thousands...

Quick Facts Regarding the 2020 Stimulus Check provided by the CARES Act

by Chad Hassinger on Apr 8, 2020

Provided By Pamela A. Martin, AIF®
Financial Advisor

In an effort to stimulate the economy during this time of economic disruption while we shelter at home, the CARES act was passed and could put cash into your pocket by way of economic stimulus checks. Just how much will you receive is the golden question being asked by many...