News (4)

Debunking “Sell in May” | Why Long-Term Investors Should Stay Put

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

The popular saying "Sell in May and go away" suggests that investors should sell their stock holdings in May and buy them back after the summer to avoid a seasonal decline in the equity markets....

By Derek M. Oxford | CFP®, AEP®Financial Advisor

When people ask what I do, saying "financial advisor" might be the quick answer. But it's more accurate to ask them a question back: "Have you ever felt uncertain about your finances, especially...

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

In April, the markets experienced a significant shift, moving away from the gains seen in the first quarter. Investors are now grappling with the challenge of navigating tight monetary conditions...

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

Celebrated annually on May 2nd, National Life Insurance Day commemorates the introduction of life insurance in the United States. This occasion provides us with the perfect opportunity to explore the...

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

Congratulations on successfully navigating another tax season! With your financial details freshly organized, it's worth noting that April 25th marks International Financial Independence Awareness...

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

The first quarter kicked off with a subdued pace, a contrast to the momentum of 2023's remarkable performance. A temporary lull in market growth seemed anticipated, yet a shift occurred with the...

By Derek M. Oxford | CFP®, AEP®Financial Advisor

April is recognized across the globe as Financial Literacy Month, a pivotal time dedicated to highlighting the importance of financial education and the development of crucial money management...

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

In the world of finance and economics, the concept of the real rate of return plays a pivotal role in shaping investment decisions, influencing consumer behavior, and driving overall economic growth....

By Derek M. Oxford | CFP®, AEP®Financial Advisor

Achieving financial stability and security is a goal of most; however, it requires careful, extensive planning and consistent effort. While reviewing your overall finances and setting goals annually...

By Derek M. Oxford | CFP®, AEP®Financial Advisor

Retirement may seem like a distant dream, especially for young individuals with a steady cash flow. However, the truth is that it's never too early to embark on the journey of saving and planning for...

News

Debunking “Sell in May” | Why Long-Term Investors Should Stay Put

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

Unlocking Financial Confidence: The Role of a Fiduciary Advisor

By Derek M. Oxford | CFP®, AEP®Financial Advisor

Staying Steady | Navigating Market Volatility Amidst Economic Contradictions

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

Understanding Life Insurance and Its Impact on Your Financial Planning

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

Celebrating International Financial Independence Awareness Day

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

Navigating the Economic Landscape | Insights from Q1 2024

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

Celebrating Financial Literacy Month | Empowering Your Financial Future

By Derek M. Oxford | CFP®, AEP®Financial Advisor

Unpacking the Real Rate of Return | Influence on Economic Growth

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

4 Monthly To-Do’s to Take Charge of Your Financial Health

By Derek M. Oxford | CFP®, AEP®Financial Advisor

The Road to Retirement: Benefits and Mindsets of Saving for the Golden Years

By Derek M. Oxford | CFP®, AEP®Financial Advisor

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News

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

By Derek M. Oxford | CFP®, AEP®Financial Advisor

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

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

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

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

By Derek M. Oxford | CFP®, AEP®Financial Advisor

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

By Derek M. Oxford | CFP®, AEP®Financial Advisor

By Derek M. Oxford | CFP®, AEP®Financial Advisor

SEARCH BY AUTHOR

SEARCH BY Keywords

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