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Market Insights: Turn the Volume Down

Market Insights: Turn the Volume Down

Market Insight: Turn the Volume Down Dylan Potter, CFP®, Vice President, Wealth Manager In 2009, Jon Stewart interviewed Jim Cramer, the famous CNBC financial news commentator (first portion of the interview is here). When Stewart pressed him on his contradictory...
Investing 101: What is a SPAC?

Investing 101: What is a SPAC?

Investing 101: What is a SPAC? Brett Boyer, CFA, Equity Analyst  SPACs have been around for decades, but only gained prominence recently in terms of IPO (initial public offering) deal market share, financial media news coverage, and institutional and retail...
Market Insights: Is there a Housing Bubble Brewing?

Market Insights: Is there a Housing Bubble Brewing?

Market Insights: Is There a Housing Bubble in 2022? Eric Udvari, CFP®, AAM®, Wealth Manager The start to this year has been anything but smooth for the stock and bond markets. With interest rates on the rise and inflation running amok, some investors have questioned...
Be Careful with Your Credentials and Passwords! 

Be Careful with Your Credentials and Passwords! 

Helpful Tips from H&R Emily Lambert, IACCP®, Vice President, Operations and Chief Compliance Officer Cybercriminals are always aiming for credentials and passwords, and they do whatever it takes to capture them. Once stolen, it is possible to access, manipulate,...