
June 2019
Weekly Market Update – June 17, 2019
401(K) & IRA Management • Investment Management
Last Week U.S. Inflation Data Disappoints – Headline Consumer Price Index (CPI) data dropped to 1.8% year-over-year in May while core levels ticked down to 2%. Global Political Tensions Challenge Investors – Financial markets sorted through a number of […]
Weekend Reading: Family Business Transitions – Rising to the Challenge
Financial & Estate Planning
Family business transitions are often difficult, but there are steps families can take to help increase the chances of success Only 12% of family businesses survive to the third generation. Developing a plan and process to prepare the next […]
2019 SGForum Empower presented by The City of Springfield
In the News
2019 SGForum Empower Our young professionals attended the inaugural SGF Forum last Friday! Springfield leaders gathered for lunch, and learned about emotional intelligence, loving our city, improv in business and critical conversations. Special guest, Peter Kageyama, taught attendees how […]
Richard Russell featured in Springfield Business Journal
In the News
It’s estimated that for every 44 cases of senior financial abuse, only one is reported to authorities Read more about financial exploitation and how to properly manage your loved ones’ finances
Smart Consumer Series: How College Grads Can Boost Their Credit – and Why They Should
Financial & Estate Planning
Your credit profile affects your ability to get a job, apartment, car loan, and even insurance Congratulations to all of the recent college graduates! You did it! Now’s the time to follow that smart move with another and take […]
Weekend Reading: EU Fiscal Policy, Brexit and Tariffs
401(K) & IRA Management • Investment Management
The EU’s political landscape is undergoing a shift The European Union (EU) is a political and economic union borne after World War II of a desire for harmony in a scarred and divided European continent. The original concept was […]
Congratulations to Director Donald Babb!
In the News
Donald Babb, 78, is scheduled to retire in January 2020 The first and only CEO of Bolivar’s Citizens Memorial Hospital system has announced his retirement. Babb has more than 50 years of experience in health care, and he’s worked […]
Smart Consumer Series: Don’t Fall for These Money Tricks!
Financial & Estate Planning
Watch out for solicitations from companies that want to charge you for financial tasks you can do free of charge Sometimes you happily pay someone else to do a financial chore you could do yourself, like preparing your taxes […]
Weekly Market Update – June 3, 2019
401(K) & IRA Management • Investment Management
Last Week U.S. Threatens Mexico with New Tariffs. The U.S. threatened to implement escalating tariffs starting at 5% on all Mexican exports unless Mexico reached a solution to reduce migration flows towards U.S. borders U.S. Inflation Falls Short of […]