Keeping You Informed 

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus. This is because there can be a natural friction between elected officials and the Fed, since they each have unique goals and incentives.

Struggling with a financial setback? This guide offers practical steps to rebuild your finances, from budgeting and debt repayment to boosting your income and securing long-term stability. Read more.

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

America Saves Week is an annual celebration that focuses on saving successfully. This year, the campaign focuses on five critical aspects of saving. Learn more here!

Stock splits occur when a company decides to split a single stock into multiples. Learn more about what this means for investors.

Do you know what a P/E ratio is and, more importantly, how it can help guide your investment decisions? Learn more here!

Fall is a season for change, which may also apply to your home! If you’re planning any fall home maintenance or renovation projects, we’re here to provide some guidance.

This blog will share some of the best quotes from Warren Buffet, one of the world’s most famous investors and businesspeople.

Here are some tips on how to set a budget for the holidays as a piece for a healthy financial landscape.

What are the potential dangers of buy now, pay later (BNPL) services and what consumers need to know about these payment methods?

Start the year off right by getting started on these five top financial goals.

This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.

Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.

This article will help your clients understand modern portfolio theory and behavioral theory, and how this can help them understand their own investing styles better.

This article shares some of the best quotes about investing and explains the meaning behind them.

Managing portfolio risk can be difficult for even the savviest of investors. These risk management basics can help.

In uncertain times, our highest priority is helping our clients keep emotions out of investing and ensuring you remain focused on your long-term financial goals.

Many individuals hope to pay off their debt, and both the avalanche and the snowball method will help get you there. Learn more about the two repayment options here.

Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.