Benefits of a Health Savings Account

Could a Health Savings Account Be Right for You? Since their inception in 2003, the popularity of Health Savings Accounts (HSAs) has been on the rise. For years it was the lesser known of the tax-advantaged retirement saving options, but more and more Americans are taking advantage of the opportunities HSAs afford to (1) reduce taxable income, (2) pay medical expenses with pre-tax money, and (3) increase savings for retirement. What is a Health Savings Account? Health Savings... Read More
at Tuesday, February 5, 2019
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Q4 2018 Market Update

State of the Market The fourth quarter of 2018 was tough for investors. After edging higher through most of the year, the U.S. stock market did an about-face. The decline started in October, but the biggest impact was in December. As of Christmas Eve we were on track to have the worst December in U.S. stock market history. The last week of the year saw a slight recovery but the U.S. stock market (Russell 3000) ended the year with negative returns of 14.3% for the quarter and 5.2% for the... Read More
at Tuesday, January 29, 2019
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2018 Q4 Capital Markets Review

Each quarter we summarize market conditions and trends in our Quarterly Market Review. The review provides detailed information about global capital markets including a timeline of events over the previous quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Read More
at Monday, January 7, 2019
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Resolve to Prioritize Financial Wellness in 2019

Resolve to Prioritize Financial Wellness in 2019 December is not only a month to celebrate the holidays with family and friends, but the last month of the year—our final opportunity to look back over the past twelve months and evaluate our personal and professional progresses. Did you make any resolutions for 2018? How well did you stick to reaching those goals? What will you resolve to do differently in 2019? The New Year provides us a fresh start to overhaul any areas in our... Read More
at Friday, December 28, 2018
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5 Financial Moves to Consider Before the New Year

5 Financial Moves to Consider Before the New Year With the end of the year rapidly approaching, finding time for a thorough year-end inventory of your finances may be difficult. However, putting it off until after the New Year could cost you. Here we have compiled a list of several strategies that will help you realize hard-dollar savings on next year’s tax liability and prepare you for financial success in 2019. 1) Maximizing Contributions to Tax-Advantaged Retirement Accounts... Read More
at Wednesday, December 12, 2018
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