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Resources2025-03-20T14:30:04-04:00

Recent News and Articles

Volatility is Back

February 24th, 2018|Categories: Brian T. Jones, CFP®, Insights, Investment Management|

Stock market volatility is back. Better get used to it. I spent a good part of my Super Bowl Sunday afternoon outside in the rain at my smoker and on the grill preparing dinner for the friends and family that had gathered at my house to watch the NFC Champions Philadelphia Eagles take on the AFC Champions New England Patriots. Las Vegas had odds on the Patriots before the game by 4 ½ points over the Eagles. The “experts” are never wrong, right? As I stood there in the rain holding an umbrella in one hand and [...]

Pitfalls of Longer-Term Car Loans

November 24th, 2017|Categories: Financial Planning, Insights, Parker G. Trasborg, CFP®|

Eyeing a fully loaded Tesla Model 3 for $60,000 but going with a 72 or 84-month car loan to keep the monthly payment down?  Think again - car loans over 60 months may reduce your monthly payment, but over the long run you will be paying more.  As the cost of new cars has crept up and interest rates have remained low, loans on vehicles with longer terms have begun to become more common.  According to Edmunds.com, the average car loan is now 69.1 months.  There are several reasons to avoid loan terms longer than 60 months: [...]

Kevin’s Corner: Taking Stock of Your Investments

November 24th, 2017|Categories: Insights, Investment Management, Kevin E. Donovan, CFA|

Investing in equity mutual funds and ETFs is an outstanding way to spread your exposure across many different stocks, industries, and countries.  It would be enormously time-consuming and expensive for investors to do all the research necessary to build a properly diversified portfolio of individual stocks, so hiring a portfolio manager by buying a mutual fund is a cost-effective, time-saving way to benefit from the expertise of many analysts and researchers working to find you the best stocks. Some investors are content to invest in several mutual funds and not worry about what the managers actually invest [...]

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