Weekly Market Update
January 30, 2023, Brett Sebion, Investment Relationship Manager
Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want the latest delivered…
News & Insights
A Prescription for Saving
January 25, 2023, Duke Cunningham CFP®, Vice President Business Development
Have you thought about the expenses you might have once you retire? Some expenses might be lower, especially if the house is paid off and…
Four Steps to Financial Wellness
January 23, 2023, Brenda Stuhr, CPA, CTFA, Vice President, Wealth Management/Learning & Development
People who are serious about improving their physical health know that it requires effort and a series of small steps taken over time. It’s much…
Rent or Buy?
January 17, 2023, Duke Cunningham CFP®, Vice President Business Development
Considerations for making one of the most important financial decisions of your post-work life When it comes to retirement planning, a key decision everyone has…
Top 10 Blogs from 2022
January 16, 2023, Trust Point
2022 was an exciting year filled with many fascinating insights. Here we have compiled our 10 most popular blogs from 2022. 1. 4 Common Types…
SECURE 2.0 Act Paves the Way for Big Changes
January 12, 2023, Allyson Krause CRPP™, Managing Director Retirement Plan Services
The SECURE 2.0 Act of 2022 (“SECURE 2.0”) is chock-full of provisions – 92, in fact – aimed at improving Americans’ preparedness for retirement. Like…
Market Point Q4 2022
January 10, 2023, Yan Arsenault CFA®, CAIA, Chief Investment Officer
The full version of Market Point, our quarterly market commentary and overview of economic conditions, is now available. Click here to read the full version…
How to Play Catch Up
January 10, 2023, Allyson Krause CRPP™, Managing Director Retirement Plan Services
Worried that you’ve fallen behind with your retirement savings? It’s not too late to make up for lost time. Even if you have neglected retirement…
Top 4 Retirement Rollover Options: (Advantages & Disadvantages)
January 6, 2023, Allyson Krause CRPP™, Managing Director Retirement Plan Services
You have worked hard saving for your retirement. But what happens if you change jobs or retire? There are many considerations in making this decision,…
2023 Outlook: Goodbye TINA (There is No Alternative)
January 3, 2023, Yan Arsenault CFA®, CAIA, Chief Investment Officer
Key Observation Our 2021 outlook was optimistic as the proverbial economic doors swung open as COVID eased. Our 2022 outlook, moved in the other direction,…
FTX – Lessons Learned from a Lack of Due Diligence
December 29, 2022, Yan Arsenault CFA®, CAIA, Chief Investment Officer
The recent collapse of cryptocurrency exchange FTX and its trading arm affiliate, Alameda Research, highlights the importance of performing thorough due diligence prior to making…
A Pivot to Pause?
December 13, 2022, Yan Arsenault CFA®, CAIA, Chief Investment Officer
Signs of peaking inflation and the potential for central bank moderation in 2023 pushed equity markets higher in November. Market Recap Risk assets extended the…
