Latest Posts

Coronavirus Concerns? Consider Past Health Crises

by Chad Hassinger on Mar 9, 2020

Finance, Lifestyle, Weekly Market Commentary

Coronavirus Concerns? Consider Past Health Crises

During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only to jump by 4.6% on the first Monday in March. By all accounts, the drop was largely driven by ever-increasing fears about the potential effects of the coronavirus (COVID-19) and its ultimate impact on the global economy...

March Monthly Economic Update

by Chad Hassinger on Mar 8, 2020

Finance, Tax Planning, Estate Planning, Weekly Market Commentary

March Monthly Economic Update

In February, anxieties about the novel coronavirus (COVID-19) rippled through stock, bond, and commodity markets. Stories about the disease dominated the news cycle, and concerns that a pandemic might occur hurt equities. The S&P 500 slipped 8.41% for the month, and foreign stock markets also retreated....

The SECURE Act and Your Retirement Savings

by Chad Hassinger on Feb 25, 2020

Tax Planning, Finance, Retirement

The SECURE Act and Your Retirement Savings

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new requirements and incentives for employers that provide retirement benefits...

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.