Author: Faith Zane

Newsletter: 4th Quarter, 2018

Newsletter, 4th Quarter 2018     Employee Spotlight: Paul Foster Paul has always had an affinity for athletics and developing athletes. As a father, he actively encourages his children to try …

Market Commentary: A look back on the week of October 8 to October 13, 2018

Market Commentary: A look back on the week of October 8 to October 13, 2018   Key takeaways: Markets were down last week as investors favored lower risk sectors like …

Newsletter: 3rd Quarter, 2018

From the Team Robert Coleman CLU, CLTC, CFP, is a seasoned Wealth Management Advisor with an affinity for the outdoors. When Rob is not in the office you will find him spending time …

Market Update: 1st Quarter 2018

Title: Market Update – 1st Quarter 2018 Rand Baughman, CFP® January The stock market ended 2017 as its 3rd best year since the Financial Crisis of 2008. Throughout January, it appeared …

Market Update – Bubble Bursting

Market Update: Bubble Bursting By: Rand Baughman, CFP® At the end of September, I had the opportunity to attend e-Money’s Advisor Summit in Scottsdale, AZ. I have family in Scottsdale …

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Let’s Talk Insurance. . .

Let’s Talk Insurance. . . “If I talk about insurance planning, will I die immediately?” Erik Mizell, CLU®, CFP® August 2017 Wait, before you close this message, let’s have a …

Market Update – Winter is Coming

Market Update – June 2017 – “Winter Is Coming”     By: Rand Baughman CFP® It has been another good start to the year in the markets. All asset classes have seen …

Income Distribution

Income Distribution By: Erik C. Mizell CFP® CLU® As you embark on the fresh start of a new year, there are often many objectives and resolutions we all set for …