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Investing Archives

Market Insights and Retirement Planning

Defense Wins Retirement. How To Shift Your Strategy from Growth to Income

Speakers: Kyle Whittington, CFP® and James B. Cornehlsen, CFA®

Wealth managers are key to your investment strategy.

5 Characteristics of a Quality Wealth Manager

Looking for a good wealth manager? We pulled together our list of the 5 most important qualities to look for as you start your search.

Your guide to helpful financial data for 2019

Key Financial Data for 2019

Our handy reference guide of 2019 financial data. This guide includes exemptions, deductions, tax brackets, Social Security information, Medicare benefit information and retirement plan contribution limits. It also contains useful financial information for attorneys, CPAs and other professionals.

College Savings Plan - 529 Plan - Educational IRA - UGMA - UTMA

College Savings 101: Which plan is right for you?

The multitude of college savings options can be overwhelming. There are a lot of plans available, each with their own set of pros and cons. So how do you create a strategy that maximizes your college savings?

Annuities - Myth vs Fact presented by Meld Financial

Annuities: The Basics, and the 2 Biggest Myths

Annuities have gotten a great deal of attention in the media lately. In this article we examine the basics and the 2 biggest myths surrounding investing in annuities.

choosing a financial advisor, like any financial decision, can be daunting

What to consider when choosing a financial advisor

Don’t let your emotions get in the way when choosing a financial advisor. Our president, Mark McGarvey provides some tips to help you make a smart choice.

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