The Cranky Consumer
Ben McCue, CFA, Investment Research Analyst In 2021, the US economy continued to rebound after the ups and downs of 2020. Household wealth and consumer balance sheets are in the best shape in [...]
New Year, Fresh Start: A Financial Planning Checklist for the New Year
Chelsea A. Benoit, CFP®, Associate Advisor The new year typically ushers in fresh opportunities and an energy of renewal. This time of year encourages people to pause and reassess which areas of [...]
Insurance Review: Making Sure You Have the Right Protection
Diana Castro, CPA, CFP®, Associate Advisor It is the time of year when notifications for open enrollment for employer benefits, Medicare, health insurance marketplace, etc. start appearing in [...]
Stressed Out Supply Chains
Chris A. Matlock, CPA, CFA, Chief Investment Officer & Ben McCue, CFA, Investment Research Analyst It’s hard to open a newspaper, turn on the TV, or read a corporate earnings report without [...]
