Coming down to the wire

Coming down to the wire

One more week until Election Day.  After all we have been through this year, some of us are feeling kind of tired.  What should we be thinking about?  Are there things we ought to be considering related to the potential outcomes (e.g., changes in tax policy)? What are...
Retirement Success and Your 401(k)

Retirement Success and Your 401(k)

For National Retirement Security Month, we checked in with our advisors for their best advice on reaching retirement savings goals.  Their top tips boil down to a couple of simple yet often overlooked actions for employees and employers: Deferral rates Most people...
Top Two Tips for Staying Safe Online

Top Two Tips for Staying Safe Online

Spoiler alert – start using a password manager and enable multi-factor authentication. That’s it, that’s the whole blog post.  If you’ve been meaning to do those things for a while, now is the time and today is the day.  A reputable password manager (like Dashlane,...
Third Quarter 2020 Market Overview

Third Quarter 2020 Market Overview

The third quarter felt like a roller coaster ride for investors, as optimism around lessening state restrictions and hope for another round of government stimulus sent markets higher in July and August, continuing the historic recovery seen in the second quarter. And...
2020, a Year Like No Other

2020, a Year Like No Other

“After a strong July and August for equities (the best August since 1986), markets pulled back in September, but good gains held for the quarter with the S&P 500 rising 8.9%.”  Listen to CIO John Bussel’s take on how sound investment principles have stood up in...
2020:  A Year Like No Other

2020: A Year Like No Other

Only three months to go! We are finally getting to the back stretch of this ‘annus horribilis,’ the Latin term made famous in the modern era by Queen Elizabeth II in 1992 after the British Royal Family suffered an awful year of tragedies and scandals.[i] The daily...

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