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Balancing Stocks and Bonds for Growth and Stability

By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer

As an investment manager, one of the most common questions I encounter is, "What’s the difference between stocks and bonds?" Understanding this distinction is vital when aiming to build a successful,...
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401(k) Decoded Part 2: How It Works

By Nolen B. Bailey | CFP®, CRPS®, ARPCVice President
Director of Retirement Plan Services
Partner

After reading our last article, you’re familiar with the basics of what a 401(k) is and how powerful it can be, but how does it all come together? How does that deduction from your paycheck turn into...
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National Financial Awareness Day

By Ryan P. Higgins | Financial Advisor

August 14th is National Financial Awareness Day. As kids begin heading back to school from summer vacation, it may be just the time to discuss the importance of personal finances to young people.
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High-Quality Investing for Evolving Markets

By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer

The recent Federal Reserve meeting brought us to the end of the current rate cycle, and the beginning of what most feel will be a steady decline in interest rates. Will that decline bring us back to...
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Decoding Earnings Reports: Expectations vs Reality

By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer

Earnings season is a critical time for investors, offering a snapshot of a company's financial health and prospects. Yet, despite the anticipation, earnings reports often miss the mark, leaving...
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401(k) Decoded Part 1: Your Financial Game Changer

By Nolen B. Bailey | CFP®, CRPS®, ARPCVice President
Director of Retirement Plan Services
Partner

Ever feel like financial security is a puzzle you're trying to solve? If your employer offers a 401(k), this is one of the most important pieces of this puzzle—your personal key to unlocking a future...
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