November 2018
Putting Our Best Foot Forward
In the News
We put our best foot forward this holiday season with our shoe drive fundraiser We love supporting our local community, even if it involves stinky shoes! This year, we partnered with American Heritage Girls and Funds2Orgs Network to deliver gently worn shoes […]
Weekly Market Update – Nov. 19, 2018
401(K) & IRA Management • Investment Management
Last Week Oil enters bear market after dropping from early October peak. Since October 3, WTI crude oil has declined as much as 27% given a number of headwinds including weaker demand, increased supply from key producers, expectations for higher U.S. supply and […]
Design Team of the Year Finalist: National Place
In the News
Most people might have missed the potential of the narrow lot at the corner of National Avenue and Montclair Street, but that’s not the case for Jon Dodd Read why National Place and the team of Buxton Kubik Dodd Design […]
Smart Consumer Series – Are Your Online Marketing Strategies Violating The Law?
Financial & Estate Planning
Are you familiar with established Federal Trade Commission advertising principles as they apply to social media campaigns? Which of the strategies discussed are you using? And are you avoiding legal pitfalls by making appropriate disclosures? Before working on your next […]
Weekly Market Update – Nov. 12, 2018
401(K) & IRA Management • Investment Management
Last Week Despite losses in emerging markets, global equities (1.0%) moved higher for the second week in a row. U.S. equities led the way with a 1.8% return, followed by non-U.S. developed markets (0.2%) and emerging markets (-1.9%). At last Thursday’s meeting, the Federal […]
Weekend Reading – U.S. Midterm Analysis
401(K) & IRA Management • Investment Management
This was no typical U.S. midterm election, as voter interest hit record levels — certainly catalyzed by high levels of campaigning and increasingly polarized parties As an example of heightened engagement, early voting by younger voters appears to have surged from 850,000 […]
When Real Estate Becomes Too Real
401(K) & IRA Management • In the News • Investment Management
Check out this week’s Springfield Business Journal for Tim Parrish’s article on real assets Real assets are generally allocated to three broad categories: Real Estate Infrastructure Natural Resources Check out the full article below and contact Tim Parrish for more information […]
Weekly Market Update – Nov. 5, 2018
401(K) & IRA Management • Investment Management
Last Week Equity markets recovered from a weak start last Monday, as rumors of easing U.S.-China trade tensions helped boost non-U.S. equities especially in the latter part of last week Another solid U.S. jobs report despite rising wage growth. The jobs added […]
Helping You Become an Informed Voter
In the News
Stop by our office for a copy of the League of Women Voter’s guide to the November 6, 2018 general election Become an informed voter and learn about the positions of local candidates, proposed amendments and propositions! For […]
Is It Time For a Financial Wellness Check-up?
401(K) & IRA Management • Financial & Estate Planning • In the News
Check out this week’s Springfield Business Journal for Jeremy Loftin’s article on workplace financial wellness. Financial stress affects 57% of employees according to a survey by PwC last year. A thorough financial wellness program can provide a more focused […]