Sustainable Investing Becoming Mainstream In Fixed Income

On May 27, 2021, a couple of events in the energy sector occurred that demonstrated the continued mainstreaming of sustainable investing and underscored the risks and opportunities available to investors. While primarily thought of as equity-oriented, sustainable investing is becoming more mainstream in fixed income markets—and companies that fail to acknowledge changing dynamics may potentially […]

Tips To Keep Emotions and Investing Separate

Reducing your emotions can give you a better chance for investing success Money is always an emotional subject, but often when our emotions get involved with our investments we will make wrong decisions. And that can be a costly mistake. Keeping emotions and investing separate seems almost impossible for many investors. When reacting too quickly […]

Too Young To Think About Investing? Think Again!

“How did it get so late so soon?” — Dr. Seuss Dr. Seuss’s whimsical take on life has been delighting children of all ages for generations. His simple, but powerful words continue to resonate today, even in the context of planning for a financially secure future. Because when you get right down to it, the […]

Why Invest

To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of contributing to the investment. However, investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate […]

Three Things Millennials Should Know About Savings

Millennials often get a bad rap when it comes to hitting certain financial milestones like moving out or buying a home, but they’ve proven to be ahead of the game when it comes to savings. In fact, 25 percent of Millennials who save have amassed more than $100,000 in their accounts.1 What else should members of […]

Plan Ahead For The Holiday Budget Crunch

Every year, millions of Americans celebrate the holidays with traditions such as throwing parties and buying gifts for family and friends. Unfortunately, many also participate in a tradition that lands them in debt — spending more than they can afford. This year, break the buy-now, worry-later habit by creating — and sticking to — a […]

A Letter To Clients: September 2019

Dear Valued Investor: The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately 1.8% in August as trade concerns pressured investor sentiment around the world. Impacts of U.S. – China […]

Trade Uncertainty Still Weighing On Capital Investments

Business investment remains a critical component for this economic expansion. Capital expenditures (capex) drive productivity gains (more output per hour worked), which enables economic growth while keeping inflation contained. That helps keep the Federal Reserve (Fed) at bay. We received an important data point on business investment yesterday, August 25. While headline durable goods orders […]

Establishing A Financial Safety Net

In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you’re protected when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool of readily available funds that can help you […]