N/A | Feb 03, 2020
February Investment Comments
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James M. Skubik, CFA | Jan 02, 2020
January Investment Comments
This has been a very good year for investors, with the S&P 500 on pace for its strongest year since 2013. Total returns including dividends through No...
Daniel J. Boyle, CFA | Jan 02, 2020
Health Savings Accounts (HSAs): The Best Tax-Advantaged Investment
Americans are generally pleased with the quality of the healthcare they receive, but not its cost. Healthcare inflation, while moderating during the p...
Scott D. Horsburgh, CFA | Dec 02, 2019
December Investment Comments
As we look toward year-end, global stock markets have had a remarkable year despite tepid growth outside the U.S.Stock markets in the U.S., Japan, and...
Dan Krstevski, CFP® | Dec 02, 2019
2019 Year-End Financial Planning Checklist
As 2019 draws to a close, it’s time to review your finances and look forward to the upcoming year. The last few weeks of the year tend to be a mad r...
Scott D. Horsburgh, CFA | Nov 01, 2019
Zero-Commission Stock Trading: How We Got Here
Old-fashioned stockbrokers called it May Day: May 1st, 1975. That’s the day the Securities and Exchange Commission allowed brokers to deviate from t...
