Inflation, The Fed & Your Portfolio
Ryan Richardson, CFP®, Wealth Management Associate Advisor | Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Associate Advisor | Thursday, June 24, 2021
From airline tickets and car prices to gasoline and commodities, consumers and investors have experienced pockets of inflation as the U.S. economy continues to recover from the COVID-19 pandemic. We saw the May Consumer Price Index (CPI) numbers reflecting the largest month-over-month gain since 2008, and subsequently the Federal Reserve began talking about potential changes […]
Read More
Concentrated Positions & Evaluating Risk
Brent Armstrong, CFP®, Wealth Management Advisor, Partner | Chase Hayhurst, CFP®, Wealth Management Associate Advisor | Thursday, May 27, 2021
We all know the phrase “don’t put all your eggs in one basket” and there is one concept in the world of investing that universally applies to all individuals… diversification. Often, the very asset that has helped generate wealth over times poses the biggest risk to your financial future. We will be exploring highly concentrated […]
Read More
Impact of Education in a Pre- and Post-Pandemic World
Lindsey Fiske Thompson, Director of Strategy & Resources, Partner | Chase Hayhurst, CFP®, Wealth Management Associate Advisor | Thursday, February 11, 2021
Brooke Boone Kelly, CFP® also contributed as a co-author on this month’s blog. The effects of the COVID-19 pandemic are far-reaching, as witnessed by major shifts in how we live, work, socialize and educate. The impact on the educational system in America is profound, as school districts juggle with how to both protect teachers and […]
Read More
Discovering New Trends in a Post-COVID Environment
Cole Hansen, CFA, CFP® Wealth Management Advisor | Aubrey Brown, CFP® Wealth Management Associate Advisor | Thursday, July 30, 2020
The novel Coronavirus has dramatically disrupted lives on a global scale. As businesses and individuals attempt to adapt to a post-COVID world, a series of new trends and opportunities have emerged.
Read More
Investing in Sustainability While Sustaining Your Wallet
Cole Hansen, CFA, Wealth Management Advisor | Sally Eisenberg, Operations Associate | Thursday, August 8, 2019
There’s a common thought in investing – put your money to work in companies that produce the products you use or in management that you believe in. Well, why not align your investments with your principles? Recently, we’ve seen massive inflows to a theme known as Socially Responsible Investing (SRI). There are two ways to […]
Read More