Articles, Market Commentary
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Past Commentary & Articles

Article
May 24, 2021
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Are worries about inflation keeping you up at night? Financial advisor Chris Ruedi suggests several ways to address potential inflation when developing a diversified investment portfolio.

Videos
May 13, 2021
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2020 taught us all that life can change dramatically in an instant. Whether you have an estate plan or would like to create one, you won’t want to miss this educational discussion with Mike Cyrs, senior director of wealth transfer, and Dominick Parillo, director of wealth transfer.

Article
May 10, 2021
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Favorable gift and estate tax rates through the Tax Cuts and Jobs Act are scheduled to sunset on December 31, 2025. Financial advisor Kevin Kingston addresses the possibility that this exemption may be reduced before the final sunset date.

Market Commentary
May 10, 2021
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As COVID vaccines become more accessible, the world is entering the early stages of a return to normalcy which is reflected in equity markets moving higher while volatility returns to pre-pandemic levels. Let’s take a look at the data in May’s edition of MarketWise!

Cents of Self
May 10, 2021
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Having a well thought out and organized estate plan is one of the kindest things you can do for your family and heirs. Financial advisor Libby Muldowney discusses the basic estate planning documents that should be considered, the reasons why you should have an estate plan, and how an estate plan can evolve over time to meet the changing needs of your life stages.

Market Commentary
May 9, 2021
Momentum Investing

In its simplest form, momentum investing means buying stocks that have recently performed well and selling those that have performed poorly. Danny Noonan, an investment research analyst, provides a high-level overview of this investing strategy.

Article
May 7, 2021
529 College Savings Plans Account

Are you interested in using 529 college savings plans for your child or grandchild but aren’t sure if you know enough about them? Financial advisor Maureen Wright provides a helpful overview to get you started.