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Passive vs. Active Investing

Blog

Passive vs. Active Investing

Published by Rob Furlong One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering the majority of assets over the past few years.

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Financial Fitness

Videos

Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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What is the Difference Between a Will & Trust?

Blog

What is the Difference Between a Will & Trust?

Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages.

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Free Guides

Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

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Monthly Investment Review: February 2016

Monthly Newsletters

Monthly Investment Review: February 2016

February was a different experience for investors and a welcome departure from January. However, it didn’t start that way.

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Back 2 Basics

Infographics

Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget!

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Advisors can harm clients by trying to ‘do it all’ themselves

News

Advisors can harm clients by trying to ‘do it all’ themselves

A financial advisor I know told me how he handles the growing complexity of our industry on a recent weekend at my hunting lodge: He spends one day a week on compliance and one day a week on research.

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Monthly Investment Review: January 2016

Monthly Newsletters

Monthly Investment Review: January 2016

January was a difficult start to the year for investors. Headlines that dominated the last half of 2015 reappeared during the first trading week, marking the worst start of a year in history for US investors. China, oil and the possibility of slowing global growth loomed over the markets as indexes around the world turned negative with some entering bear market territory.

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Monthly Investment Review: December 2015

Monthly Newsletters

Monthly Investment Review: December 2015

2015 could be known as the great cover up. Equity markets appeared tame with the S&P 500 down just 0.7% (it actually gained 1.4% when dividends are included), but a much different picture lurked beneath the surface. The year turned out to be a rollercoaster where the anticipation of rate hikes by the Federal Reserve brought with it the return of volatility.

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Monthly Investment Review: November 2015

Monthly Newsletters

Monthly Investment Review: November 2015

After a few months of frantic activity, equity markets decided to take a break during the month of November. The S&P 500 gained just 0.05% while the Dow Jones Industrial Average rose 0.3%.

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