Inevitable as time itself, are the questions of “when do I sell?” and “when do I get back into the market?”. When the market turns and you see it impacting your portfolio, the thought is only natural - to ease the pain…

Interest rates are a fundamental component of the global financial system, influencing everything from consumer behavior to corporate investment and asset pricing. Understanding how interest rates impact equity markets, bond markets and cash is critical to making informed investment decisions…

Our CEO, Mark McMeans, is always thinking about the markets and our clients. While traveling through Pamplona, he reflects on this year's bull market, the unusually low volatility that we've experienced and how we can use those two forces to help our clients achieve their investing goals…

Our CEO, Mark McMeans, discusses the upcoming U.S. presidential election and the historical impact of previous elections on the stock market…

With less than 90 days until Election Day, we thought we would tackle the question that might be on many investors’ minds: Which party is better for the stock market – Republicans or Democrats, or does it even matter?

The market experienced a sharp sell-off over the past few days after a weaker than expected ISM payrolls report, the unwinding of the Japanese Yen carry trade, and expanding geopolitical risk in the middle east…

We believe that a low-cost, passive investing strategy such as an S&P 500 index fund…

Most of us have a basic understanding that the future is uncertain. Maybe the stock market will crash tomorrow, or maybe a war will break out somewhere, or maybe there will be a global pandemic. We know that more things can happen tomorrow than will…

Amidst the backdrop of rising interest rates, we wanted to provide an update on our preferred holdings. Last year, we moved into preferred stocks in reaction to the upward pressure on interest rates…

Municipal bonds have displayed remarkable resilience amid rising interest rates so far, outperforming most yield-related assets. They even weathered the recent government shutdown scare without much ado…