StreetSmarts: Demystifying College Savings Vehicles

Perhaps you’re well aware at this point of how important it is to save for college for your children if you’re able to, but you’re feeling a bit daunted by the various options out there… beyond just putting money under your mattress, or letting it build in a savings...

The Equity Market: 1st Quarter 2020

What a Long, Strange Trip it’s Been April 15, 2020By Sarah Swan   “‘Long’ is the operative and ironic word, here, given that the past month has in many ways felt like years as we have ridden out the storms of each day and each week in an...

The Equity Market: 4th Quarter 2019

Happy 2020! January 15, 2020By Sarah Swan  “We find it both nostalgic and fruitful to look back at the past decade because it can help us refine and adjust our perspective for the year (and decade) to come.” Happy New Year, and Happy End of a Decade—and a...

The Equity Market: 3rd Quarter 2019

Craving Certainty. October 15, 2019By Sarah Swan  “The consumer’s back might be getting a little sore from carrying an economy that is normally able to rely more heavily on manufacturing and production.”   Inter- and intraday volatility was a far too...