Blog & News

Hear from our team of highly skilled industry veterans about current market news and trends.

  • Market volatility & changes from the new tax bill

    D. Ryan Thompson CPA

    This year, there has been one constant in the market... volatility. 2017 was one of the least volatile years in the last century, with only 4 trading days having more than a 1.5% downward move. We do not expect the recent extreme volatility, 1,000 point moves up and down, to persist, but relative to 2017, we anticipate that volatility will remain a fairly consistent part of the movements in the ma...

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  • Four Questions to Ask During Your Annual Financial Review

    John Leeming CFP®

    Whether you’re gearing up for retirement or just starting your career, regular financial checkups are critical to ensure your monetary well-being. With the rush of the holidays now behind us and before 2018 is in full swing, January is the perfect time to meet with your financial advisor, evaluate your personal finance objectives and adjust your investment strategy as necessary. Here are a fe...

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