What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Related Content

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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...