Dec 2019

Security Tips for the Holiday Season

By Kunal Thakur, Assistant Information Systems Administrator

As you prepare for the holidays, it is important to keep in mind that cybercriminals will be doing the same. Protecting data during this busy time is important for both corporations and consumers. In this article, I explain why attacks

Dec 2019

SECURE Act Highlights

Cheryl Langston, CFP®

On December 20, 2019, as part of an end-of-year spending bill, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed.

Aug 2019

Special Release - Beware the Ides of … August?

In our most recent quarterly letter, we discussed how the global economy was still growing despite several macro headwinds. Since August 1st, when President Trump announced additional tariffs on $300 billion of Chinese goods, investors have been deluged

Nov 2018

Special Release - Keep Calm and Carry On

After an extremely strong third quarter for equity returns, sentiment quickly turned negative in October as investors grew wary over 2018 being the “peak” year for growth.  “Peak growth” refers to the maximum rate of expansion for this cycle, not an end to growth for the economy or corporate profits.

Sep 2018

Special Release - Sector Reshuffling

Communication Breakdown Major changes are happening to the sector classifications that companies are assigned to within key U.S. stock indices, and we wanted to alert you to these changes. These changes occurred on September 21st, and will be reflected on your Q3 2018 reports.