How to Be a Fearless Girl

How to Be a Fearless Girl

By: Jessica Engebretsen, CFP® You may (or may not) know that, for the last year, Kristen Visbal’s statue Fearless Girl has been facing down the famous Charging Bull statue of Wall Street. While she has certainly created her share of controversies, the depiction of a...
Are We Making Progress?

Are We Making Progress?

Do you believe the world is a better place than it was 10 years ago? 50, 100, 200 years ago?  Has the quality of human life been steadily improving or is it possible that have we begun to regress? A recent global survey of more than 18,000 adults across nine countries...
A Moment of Weakness in a Year of Strength?

A Moment of Weakness in a Year of Strength?

Is the bull market finally over? For the first time in nine calendar quarters, the U.S. investment markets delivered a negative overall return. It was only a slight decline, but the decline reminds us that markets can and do go down from time to time. After starting...
2018 Tax Reform: What Will It Mean For Me?

2018 Tax Reform: What Will It Mean For Me?

By: Alex Bastron As you are undoubtedly aware, Congress voted for sweeping tax reform at the end of 2017.  By now, those tax cuts have been reflected in the stock market via an additional run-up in stock prices and in employee take-home pay.  While it is still very...
Perspective on Current Market Events

Perspective on Current Market Events

It looks like the U.S. stock market will finally get something that happens, on average, about once a year: a 10+% percent drop—the definition of a market correction. One of the more memorable times this happened was a whopper—the Great Recession drop that caused U.S....
2017 Year-End Report: Are the Rapids Coming?

2017 Year-End Report: Are the Rapids Coming?

The bull market continued for another year, causing market indices to soar to new heights over and over again and—ominously—also pushing valuations further beyond the long-term averages. A breakdown shows that just about everything gained in 2017. The Wilshire 5000...