INSIGHTS
Market Commentary 3/31/2022
By: Matt Garrott This was the kind of quarter where we find out what kind of investors we really are. It’s the hypothetical scenario on every risk tolerance questionnaire. What would you do if the stock market dropped suddenly? If you didn’t know before, you know [...]
5 Steps You Can Take Today to Improve Your Cyber Security
By: Chris Martin We operate in a digital world. Today, everything from your grocery shopping to your banking can be handled with a mouse click or screen tap. But that reliance on technology to manage our day to day lives can cause us to think less [...]
Market Commentary 2/28/2022
By: Matt Garrott A recent Goldman Sachs commentary wondered if the Chinese year of the Tiger would really be the year of the Hawk as the Federal Reserve was expected to raise rates aggressively. There is another hawk issue now – war in Ukraine. Social media [...]
Groundhog Day
By: Matt Garrott “Well it’s Groundhog Day…again…” says Bill Murray’s character who is forced to relive the same day over and over again. Investors may feel the same way about the markets. Stocks are volatile once more and investors have been reminded that values can actually [...]
5 Common Estate Planning Mistakes
By: Brian Tullio A great deal of time and consideration is often spent creating an estate plan to protect and provide for your family and loved ones. All too often a single, costly mistake can derail that plan. Below are five such pitfalls and ways to [...]
Financial Resolutions
For many people, January is a time for resolutions. Start with the end in mind. Yogi Berra said, “If you don’t know where you’re going, you’ll end up someplace else.” If you made a resolution to improve your financial health for the new year, quantify your goal. Here [...]