Category: Wealth Management

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    Diversifying Your Portfolio

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    Diversifying Your Portfolio

    Published by Tyler Schlumpf and Ron Carson, There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different …

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    Lasting Happiness… Who is it for?

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    Lasting Happiness… Who is it for?

    Published by Teresa Milner Living in the fast-paced world that we’ve become accustomed to, it’s easy to get sidetracked with all that’s going on around us. What’s important and not urgent? What’s important and urgent? What’s urgent but not important? What’s not urgent and not important?

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    Are You Picking Up Your Pebbles?

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    Are You Picking Up Your Pebbles?

    With the New Year approaching, many like to spend time reflecting on past successes, failures, new experiences and gained knowledge, as well as planning for the year to come. As a part of my own reflection, I enjoy reading the following parable…

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    Time, Talent and Treasure; Giving Thanks!

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    Time, Talent and Treasure; Giving Thanks!

    Published by Mark Petersen I saw a report on the morning news about how an iPhone changed the life of a boy with Spina Bifida.  Typing into the phone he is able to communicate his thoughts for the first time.  This coming on the heels of the Second Terrorist attack in Paris, France in less …

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    Life Balance: Does it Really Exist?

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    Life Balance: Does it Really Exist?

    Published by Teresa Milner I have so much to do today – I’m so busy – if I multitask, I can get it all done – hmmmmmmm, I need to be at 2 functions tonight at the same time – the school just called and my daughter is sick, ugh…. How can I get all my …

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    Are You Asking the Right Questions?

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    Are You Asking the Right Questions?

    As investment analysts we always need to be aware of the current market environment and its impact on companies in our coverage lists. At times these factors can be easy to spot; however, this is not always the case.

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    4 Ways to Protect Your Credit

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    4 Ways to Protect Your Credit

    Published by Jason Comes Identity theft and credit fraud are all over the news these days. So what can you do to combat potential credit fraud? Follow these simple steps to help protect your credit.

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    Fear In The Market

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    Fear In The Market

    Published by Jake Bleicher Anxiety has increased as investors digest the debt crisis in Greece and the Chinese market crash. Add the Fed’s rate hike and drop in oil prices to the mix and the outlook is depressing. I started searching for good news – a silver lining amid the chaos – and foun …

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    What are Robo-Advisors?

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    What are Robo-Advisors?

    Published by Don Hagan First and foremost, Robo-Advisors are not advisors at all. This is once again another example of a Wall Street marketing ruse designed to mislead the public into believing they will receive individual attention, help when they need it and optimal risk-managed portfolio design.

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    Choosing the Right Finance App for You

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    Choosing the Right Finance App for You

    Published by Andrew Rogers As technology and mobile applications continue to work their way into everyday life, there are numerous budgeting, investing and financial mobile apps whose increasing popularity has sparked an online debate over which app is best to meet your personal needs.

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