by: Greg Bone

For the first time since 2011 US stock markets experienced a market correction when the S&P 500 dropped 12.5% from its May high to its most recent low on August 25. The S&P 500 ended the quarter down 6.44% and down 5.29% for the year through the end of September. Most other major indices were down as well, with many suffering quarterly losses in excess of10%. Equities in emerging markets e…

by: Mark McClanahan, CFP®

As consumers we are constantly asking ourselves if the value of a particular product or service warrants its cost. Some products and services are relatively easy to quantify and others much more difficult to assess.

When considering the engagement of a wealth management firm, how do you determine if the value of an advisor justifies the cost – or if you are better off just handling …

by: Frank Fairbanks, CFP®

Long gone are the days when identity theft was confined to a poorly crafted email from a Nigerian prince offering you riches. Today, your sensitive information is at risk every time you swipe your credit card, access public Wi-Fi, file a tax return, or entrust your data to a third party. There is no perfect defense against identity theft, but like getting a flu shot or buckling your seat belt, you…

by: Greg Bone

The second quarter of 2015 will most likely be remembered for several news stories that seemed to have significant implications for investors.  While the headlines were dominated by the Greek crisis in Europe, financial markets were also concerned with the ongoing municipal bond default saga in Puerto Rico and the dramatic sell off in the Chinese stock market.
 
The Greek crisis continues to e…