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 [...]
The Concept of Asset Location: What is it and why is it important?
By: Steve VanNostrand, CFP®, Senior Financial Advisor For decades, asset ALLOCATION -balancing risk and reward in one’s portfolio by diversifying investments across asset classes like equities, [...]
Fixed Income – Does it belong in your portfolio?
By: Ben McCue, CFA, Investment Research Analyst For much of the last few decades interest rates have been steadily declining and, with the onset of the COVID pandemic, rates are now at historic [...]
Roth IRAs and Roth Conversions: Key Concepts
By: Diana Castro, CPA, CFP® Associate Advisor Roth IRAs and Roth conversions tend to dominate headlines and talking points when it comes to retirement planning. Tax free growth! Tax free [...]
