Latest Posts

2020 Outlook

by Chad Hassinger on Jan 17, 2020

Finance

By Brad Rathe
Chief Investment Officer

The US Stock market had its best year in 2019 since 2013. One of the first lessons that I was taught in the context of investing was to maintain perspective.

What will 2020 bring?

by Chad Hassinger on Jan 8, 2020

Finance

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

The year 2019 cannot be described in a few short sentences. It was full of action and surprises. What will 2020 bring? I’ve listed below some thoughts and predictions for the year.

Experts

by Chad Hassinger on Nov 21, 2019

Finance

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

Isn’t it refreshing to know that you have a financial team with significant experience and education on your side who not only studies computer models, but also incorporates common sense, main street knowledge into the equation?

60/40 Portfolios

by Chad Hassinger on Oct 25, 2019

Finance

By Thomas Pechin
Client Service Advisor

Over a long time-horizon, we assume the equity market will outperform the bond market. The example in the graph below shows that the S&P 500 Index is up over 282% since 1/1/2004 while the Aggregate Bond Index is up just over 91%. Given this assumption, why would anyone invest in bonds and not just put his or her whole portfolio in the S&P 500?

Cybersecurity Awareness Month

by Chad Hassinger on Oct 25, 2019

Technology

By Joshua Lawrence
IT Manager

Ah, October. For many of us, it is the month that conjures up images of changing leaves, cooler temperatures, harvest time, and Halloween. For me personally, it also brings the unfortunate realization that those wonderful days of summer are long gone, and it is time to start preparing for what lies ahead!