Blog

Measuring the Cost of Mortgage Insurance

Measuring the Cost of Mortgage Insurance

By: Kirk Licata, CFP® My wife, Kelly, and I recently purchased a home and ideally wanted to put down less than 20% as a down payment. But doing so brought up the need for mortgage insurance. Being the analytical person that I am, I’m afraid that I may have possibly...

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2017 Second Quarter Report: Is the Tide Turning?

2017 Second Quarter Report: Is the Tide Turning?

We have just experienced the third-best first half, in terms of U.S. market returns, of the 2000s.The Wilshire 5000 Total Market Index—the broadest measure of U.S. stocks—rose 2.95% for the quarter, finishing the first half of the year up 8.73%.  Meanwhile, the...

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The Pit and the Pendulum

The Pit and the Pendulum

By Wes Bigler, CFP®, CEO As a young student in the wilds of Wyoming, I enjoyed reading the short stories of Edgar Allen Poe. Many of his stories captured my imagination; but my favorite was a spine tingling tale of cruelty and torture – The Pit and the Pendulum. In...

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LongView: Fiduciary Before Fiduciary Was Cool

LongView: Fiduciary Before Fiduciary Was Cool

By: Kris Dwyer, CFP®, CDFA Have you ever noticed our business cards? A graphic artist’s nightmare, our cards are loaded with precise titles and six lines (I just counted) of required disclosures, all with the good intentions of helping you understand where we fit in...

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Bob’s Quest for a Retirement Savings Plan

Bob’s Quest for a Retirement Savings Plan

Kirk Licata, CFP® Bob is 25 years old and is offered the opportunity to participate in a retirement plan with a new company he has just begun working for. Bob knows he should designate a portion of his income to be saved for retirement but doesn’t know how much he...

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2016 Year End Report: The Crowd Stays Bullish

2016 Year End Report: The Crowd Stays Bullish

You know you’re deep into a longstanding bull market when you witness average pedestrians keeping one eye on the market tickers outside of brokerage houses to see when the Dow Jones Industrial Average has finally breached the 20,000 mark. Who would have imagined...

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Give the Gift of Credit this Holiday Season

Give the Gift of Credit this Holiday Season

By: Kirk Licata, CFP® A common dilemma faced by young adults striving to become self-sufficient is a lack of credit history. The absence of a credit history makes it harder to rent an apartment, get a credit card, or potentially even land a job offer,  all of which...

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President Trump’s Unlikely Win

President Trump’s Unlikely Win

By: Wes Bigler, CFP®, CEO With the election of President-Elect Donald Trump, you are advised to prepare for a wild ride in the investment markets; indeed, the markets are already volatile due to the uncertainties ahead. The investment herd prefers certainty and status...

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Navigating the Stock Market Rapids

Navigating the Stock Market Rapids

By Susan Ganser & Jessica Engebretsen For people who have money in the stock market, it is a wild ride, yet again. As financial advisors, we find ourselves feeling anxious too - not for ourselves, but for our clients. We start imagining how upsetting it must be to...

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3rd Quarter 2016: The Bull Continues

3rd Quarter 2016: The Bull Continues

One hundred days after the Brexit scare and three quarters of a year after the most recent Fed rate hike, the markets once again confounded the instincts of nervous investors and went up instead of down.  Last week, Fed Chairperson Janet Yellen told the world that the...

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