Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Related Content

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Latest Blog Post

July 10, 2017 - Markets Start Second-Half Slow

July 10, 2017

As the country celebrated the Fourth of July last week, the markets experienced some volatility, though they finished a bit flat overall.[1] The Dow fell then rose to close the week up 0.30%.[2] The S&P 500 climbed a modest 0.07% for...

July 3, 2017 - Market Volatility Returns

July 03, 2017

As Q2 ended, markets hit a six-week volatility high.[1] While the tech sector declined during the week, consumer discretionary and industrial sectors drove stocks higher on Friday.[2] On Friday, the tech-heavy NASDAQ slumped 1.99%.[3]...

June 26, 2017 - Markets Slide Sideways

June 26, 2017

Last week, markets kept relatively quiet despite the continuing drop in oil prices. The S&P 500 rose by 0.21%, the Dow increased by 0.05%, and the NASDAQ - the week's best performer - jumped 1.84%.[1] Internationally, the MSCI EAFE...