Inequality, bias and exclusion persist in many forms. As we experience the unsettling events in the news over the past several weeks, we acknowledge those members of our community and our firm, who have been impacted in very personal ways and are hurting.
voices.cf.socialware.com We are encouraging honest conversation, which we believe is essential to gain awareness, address unconscious bias, and achieve greater understanding and empathy in our communities and our world. Together, we can build a stronger tomorrow.
[05/22/20] Today we remember the brave men and women who gave their lives for our freedom.
Interested in learning more about last week's market and what this week could hold? Take a look at this update.
voices.cf.socialware.com Check out our update.
Managing Partner Penny Pennington speaks to The New York Times about the markets, our branches and long-term investing.
voices.cf.socialware.com What would you like to discuss? Let's talk.
RMDs are waived for 2020 and other news
voices.cf.socialware.com Let's work together to consider these key aspects of the CARES Act as part of your broader financial strategy.
We think the nature of the downturn and the rapid policy responses offer the potential for a faster rebound than normal.
voices.cf.socialware.com Give me a call and let's discuss how the outlook might impact your financial strategy.
Before thinking about traveling, make sure you don't have more pressing priorities.
voices.cf.socialware.com How might this fit into your overall financial strategy? Give me a call.
3 common scams related to the virus, and how you can stay alert
voices.cf.socialware.com Learn more about how to protect yourself and your family – give me a call.
We take a look back at the first quarter, as well as look ahead to the economic outlook and fixed-income outlook, among others.
voices.cf.socialware.com Questions? Please give me a call!
The legislation provides $350 billion to help small businesses – those with fewer than 500 employees – retain workers and avoid closing up shop.
voices.cf.socialware.com These are challenging times, and that’s especially true for business owners. We’re here to help in any way possible.
Financial, physical and emotional health are top of mind for all of us these days. Investment Strategist Craig Fehr and Infectious Disease Specialist Dr. Hilary Babcock provide tips for managing the stress successfully.
voices.cf.socialware.com How to focus on things you can control.
How fear and greed can impact your investing.
voices.cf.socialware.com Your investment choices need to make sense for you. Let's talk.
The only certainty is that market volatility will likely continue for some time.
voices.cf.socialware.com The nature of this biological event leaves many of us with an unsettled feeling. Investment Strategist Craig Fehr discusses what we’ve learned so far about the markets and what investors can do today.
For a review of last week's market and guidance for the week ahead, take a look at this report.
voices.cf.socialware.com Check out our update.
4 areas of focus to help you move toward your financial goals
voices.cf.socialware.com What else is on your resolution list?
Thank you, Don! This is one of my “favorite things” for Christmas!
Merry Christmas and a “Visionary” 2020 from Linda and Candace!
Making a checklist for financial success? Here are our tips for different decades of your life.
voices.cf.socialware.com Let's review your strategy. Give me a call.
Helpful ways to achieve financial success when you're just starting out
voices.cf.socialware.com Also take a look at our tips for your other decades of life.
From those with serious snowfall to ones with desirable amenities in town, here are some resorts you should check out this winter if you're a skier.
voices.cf.socialware.com Any resorts you would add to the list?
It's not something you necessarily plan for, so first you'll likely want to evaluate your options.
voices.cf.socialware.com This could have a big impact on your financial strategy and goals.
Most Millennials and Gen-Xers are barely thinking about retirement, let alone estate planning. A recent Edward Jones survey found that only 34% have had discussions with their financial advisors about their legacy goals.
voices.cf.socialware.com Getting a head start on estate planning will help you be better prepared now and in the future.
As you begin your career, keep the following in mind as you establish your goals.
voices.cf.socialware.com Take a look at our checklist to start off on the right financial foot.
Planning a vacation soon? You might want to add these places to your list.
voices.cf.socialware.com Lower prices. Less crowds. What's not to love?
Good news, sandwich generation: It is possible to plan for retirement while caring for a parent and/or child.
voices.cf.socialware.com Once I understand what's important to you, I can help you document a specific retirement goal and we can develop personalized financial strategies to work toward it.
Credit card debt? Relying on you for financial expenses? If this sounds like your child or grandchild, take a look at our money management tips.
voices.cf.socialware.com Help them avoid these costly money mistakes.
Our managing partner addresses what's on the horizon for clients, as well as her firm background.
voices.cf.socialware.com 3 questions for Penny
4 ways to keep your retirement savings top of mind
voices.cf.socialware.com Even if you're not a millennial, pass this important information along to your child or grandchild!
Financial professionals share their best tip to help the millennial in your life become financially secure.
voices.cf.socialware.com Modeling good behavior is the first step in teaching your adult children or grandchildren to invest.
While the day-to-day news and swings in the market may be distracting, it’s important not to lose sight of the bigger picture – your long-term financial strategy.
voices.cf.socialware.com Construct a portfolio that is aligned to your situation, and then make sound investment decisions and adjustments along the way.
Our managing partner, Penny Pennington, discusses her role and how we continue to strive to be the first choice of serious, long-term investors.
voices.cf.socialware.com Penny is the sole female chief executive of a big-time brokerage firm.
In this update, we review last week's market performance and take a look at what the week ahead could hold.
voices.cf.socialware.com Take a look at our update.
Don’t let headlines about political or economic uncertainty reduce your confidence in the future.
voices.cf.socialware.com If you're feeling nervous, let's talk. Give me a call.
Here are a few simple tips to help you make the most of your paychecks.
voices.cf.socialware.com Building good financial habits in your 20s can lead to greater financial satisfaction in your future.
Most Americans believe their family is their most valuable asset, but are you leaving loved ones with unexpected financial burdens?
voices.cf.socialware.com Considerations to help overcome these common misconceptions
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