
May 2019
Weekend Reading: Thinking Productively about Productivity
Financial & Estate Planning
“Productivity isn’t everything, but, in the long run, it is almost everything” – Paul Krugman Productivity measures how well an economy uses its resources. It is key to a wide range of social outcomes: job creation, economic growth and […]
Market Punished S&P 500 Companies Reporting Negative EPS Surprises in Q1
401(K) & IRA Management • Investment Management
The market has rewarded positive earnings surprises in Q1 less than average The market has punished negative earnings surprises more than average during this earnings season. Companies in the S&P 500 that have reported positive earnings surprises for Q1 […]
Weekly Market Update, May 29th, 2019
401(K) & IRA Management • Investment Management
Last Week Manufacturing Data Dips Across all Major Regions – May’s Federal Reserve minutes showed that Chairman Jerome Powell’s colleagues also believe temporary factors are keeping inflation below the Fed’s 2% target. Australia and India Elections Boost Respective Markets, […]
Help us welcome Bill Nguyen
In the News
Please join us in welcoming Bill Nguyen, our summer intern! Bill is a Springfield native, currently attending the University of Missouri in Columbia where he is working on his degree in Finance. Follow us on Facebook and welcome […]
Weekend Reading: 11 Best Practices for Non-Profit Directors
Financial & Estate Planning
Advance your organization’s mission and contribute to its success and financial viability Charitable organizations’ public image and reputation are increasingly impacted by their leaders’ integrity and strength. Well-run nonprofits have directors who hold the organization’s mission in high regard, […]
Investor Preparedness Checklist
401(K) & IRA Management • Investment Management
Are you prepared for your financial future? The U.S. Securities and Exchange Commission lists 12 steps to consider when investing. It’s crucial to know what to look for, where to find it, and who to ask! Getting your personal […]
Smart Consumer Series: Best New Car Deals for Memorial Day
Financial & Estate Planning
Memorial Day Savings on Cars and SUVs Memorial Day weekend is one of the best times of the year to buy a new car, and the annual advertising blitz touting deals is already underway. Dramatic savings can be expected […]
Weekend Reading: A Guide to College-Savings Options
Financial & Estate Planning
Finding the right college savings vehicle can be daunting There are many choices, and it can be difficult to discern the differences between each type of account. Learn about the most common college-savings vehicles, including the tax treatment for […]
Fraudulent Digital Asset and “Crypto” Trading Websites
401(K) & IRA Management • Investment Management
Before making any investment, carefully read any materials you are given and verify the truth of every statement The U.S. Securities and exchange Commission has recently observed investment scams where fraudsters tout digital asset or “cryptocurrency” advisory and trading […]