Flight to Safety: How Gold, the Dollar, and New-Age Assets Are Redefining Stability
Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Ryan Richardson, CFP®, ChFC®, Senior Wealth Management Advisor | Thursday, November 13, 2025
A Flight to Safety Returns Shifting geopolitical alliances, richly valued markets, rising U.S. debt, and persistent inflation have investors rebalancing portfolios and seeking safe havens. While the U.S. dollar remains the world’s dominant reserve currency, its status is being tested by growing challenges – from fiscal imbalances, geopolitical shifts, and a global move to diversify […]
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The Wide World of Commodities
Marty Rascon, CFA, Wealth Management Associate Advisor | Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor, Partner | Thursday, September 11, 2025
Every time you fill up your gas tank, flip on the light switch, or check your email on your smartphone you are directly interacting with the world of commodities. Commodities are the essential raw goods and materials that are the center of virtually every aspect of our daily lives. But what exactly constitutes a commodity […]
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Will The U.S. Budget, Budge? – The History and Future of the Federal Deficit
Andrea Taylor, CPA, MSA Wealth Management Advisor | Aubrey Brown, CFP®, EA, M.S. Wealth Management Advisor | Thursday, April 24, 2025
For many investors, the federal deficit represents an intangible, distant issue that reflects more about Washington politics than personal finance. As wealth managers, we know the size and trajectory of the U.S. deficit can influence market conditions, interest rates, and ultimately our client’s long-term financial plans. As we help clients plan for retirement, manage portfolios, […]
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AI Investments & Landscape: Wading Through the Hype
Ryan Richardson, CFP®, ChFC®, Senior Wealth Management Advisor | Sally Eisenberg Operations & Client Service Advisor | Thursday, August 8, 2024
Over the past few years Artificial Intelligence (AI) has become a hot topic commanding the world’s attention. Although the field of AI research began in the 1950s, many consider us to be in an AI renaissance. The excitement around AI has ignited a gold rush mentality, driving unprecedented levels of investment into the AI sector. […]
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Expanding Horizons: The Benefits of Adding International Equities to Your Portfolio
Brent Armstrong, CFP® Wealth Management Advisor, Partner | Marty Rascon, Wealth Management Associate | Thursday, July 11, 2024
We’ve all heard the old cliché “Don’t put all your eggs in one basket,” and that couldn’t be more evident than in the realm of investing. In the field of investing, putting all your eggs in one basket is often referred to as “portfolio concentration,” and can be a very risky investment strategy that can […]
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