Our Publications

Our Publications

We send newsletters to our clients, colleagues, and interested parties each calendar quarter. Our newsletters provide us with the opportunity to share our current views on the financial markets as well as timely opinions on various wealth management topics.


Notes from the Investment Team

By Joel Goodman, CFA
Chief Investment Officer
Scott McGhie, CFA, CPA
Director of Research & Portfolio Management
Alex Morris, CFA, MBA
Research Analyst
Jared Hammers, CFA
Research Analyst

2017 was another banner year for investors. The total return (inclusive of dividends) for the S&P 500 was a gain of 22%. There were not any meaningful hiccups along the way; as shown in the chart below, the index posted positive returns in every single month of 2017. International stocks fared even better, with a total return for the MSCI All Country World Ex-U.S. index of 27%.

Estate Planning For Life!

Julia Butler, CFP®, JD, MBA
Chief Operating & Compliance Officer Director of 401(k) Advisory & Financial Planning Services

Estate planning is really "transfer planning." It is an ongoing exercise of planning how you accumulate, conserve, and distribute your assets during life, at death, and beyond. There are both financial and non-financial reasons to plan.

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