Gast Freeman Troyer Racen
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Revenue and profitability are generally good indicators of your company’s strength. However, when it comes to planning for a successful future, they are far from the only things that determine your company’s strength. As you…
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Aoifinn Devitt – Chief Global Market Strategist In recent weeks the Land of the Rising Sun became the Land of the Rising Yen, and then the catalyst for a roller coaster swoon in markets followed…
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Monthly Observations Sharp Rotation in Market Leadership 2024 market laggards for the year were the winners in July as a wave of risk-on sentiment rewarded those left behind by large cap growth. The catalyst came…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist For those who believe in diversification, it has been a painful decade+ of relative returns between small cap and…
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Aoifinn Devitt – Chief Global Market Strategist An alternative title of this blog was “All changed, changed utterly.”, to paraphrase the poet W B Yeats. Using that quip seemed too easy, however. In my many…
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Markets cruised through the halfway point of 2024 and as we take stock of the year-to-date numbers, we find ourselves with the S&P 500 up 15.3%, the Nasdaq Composite Index up 18.6%, and the Dow…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Dispersion of Returns Highlights First Month of Summer The haves and have-nots were obvious in June as…
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Welcome to this month’s Ask the CFP® segment. Today, we are going to discuss a financial strategy that could have a positive impact on your retirement planning: the Backdoor Roth IRA. Now, you might be…
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Please note that our offices are closed in observance of the Fourth of July holiday.
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A common tragedy for business owners is facing a life-changing event, such as a sudden death or illness that devastates the business, without a plan. While these events may seem uncontrollable in the moment, the…
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Building a business that’s attractive to buyers is both a powerful way to pursue a successful future and a sign of its value. There’s generally one trait that makes businesses most attractive to buyers: self-sufficiency…
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Aoifinn Devitt – Chief Global Market Strategist Illinois is currently in the middle of a 17-year cicada brood which is overlapping with the normal emergence of a regular brood. The last time this brood emerged…
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When business owners think about planning for a successful future, they sometimes believe that it will take years to reap what they sow. This can make it tempting to push such planning off to an…
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To see the full transcript from Travis and Kyle’s video, please see below. Kyle : Welcome to this month’s Ask the CFP® segment. Today’s topic is an exciting one and you’re in for a treat as…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Monthly Observations Markets Rebound Sharply Heading into Summer Markets rebuffed the adage of “sell in May and go away”,…
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Mark Webster, CFA – Senior Investment Research Analyst Artificial Intelligence (AI) is thriving these days to speed up analysis, sift through noisy information, create procedural efficiencies, and enable human workers to improve their productivity. Within…
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Aoifinn Devitt – Chief Global Market Strategist Have we now entered the antifragile era for markets? This concept, made popular by Nassim Taleb, loosely means something that benefits from chaos and volatility and is made…
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Starting a business is inherently risky. Fortunately, even the riskiest businesses have opportunities to reduce their risks and protect their interests with proper and early planning. Let’s look at a fictional but representative story of…
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Monthly Observations Sharp Downdraft Upends Markets Markets were doused with a bit of seasonal April showers as an uptick in geopolitical drama, surprise to inflation trends, and a sharp change in interest rate expectations weighed…
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Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Early this year, January 11th to be exact, we received an email from our Fixed Income team following the…
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By Anna McDonald, Director of Family Learning When your child walks across the high school graduation stage, it’s a significant moment in a child’s life, your life as a parent, and the lives of those…
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Welcome to this month’s Ask the CFP® segment. Today we’ll talk about how we keep your investment portfolio on track over time. This is commonly known as rebalancing. A long-term investment portfolio should be well…
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Running a business can be one of the most fulfilling things you ever do. You dedicate everything you have to position the company to be successful. With all the effort you pour into your business,…
