Insights

Financial Planning in a Volatile Market

A well-designed financial plan incorporates the critical assumption of market volatility- and for good reason. Here are three key points to keep in mind for financial planning in a volatile market.... Read More

Third Quarter Market Update

2022 is proving to be a historically challenging year for equity markets with the S&P 500 Index declining 23.87% and the NASDAQ Index retreating by 32% year to date as of September 30. Read More

The Power of Compounding Interest

Would you rather have a million dollars today or a penny that doubles every day for thirty days, what would you choose? Many would simply take the million dollars. If you understand compounding interest, your answer is different.... Read More