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Insights

Your source information pertaining to investment management, financial/business planning, insurance services, and retirement guidance.

Market/Economic Update

Discover the latest market and economic insights every quarter straight from John Bullman, our Chief Investment Officer.

John Bullman, CFA, CAIA8 min read

2025 Q2 Market Update

The second quarter of 2025 saw an across-the-board rebound in most assets as tariff ...
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Josh Orton, CFP®2 min read

Uses for a Securities-Backed Line of Credit

Investors seek out capital for a myriad of reasons, and lenders are certainly capable of ...
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Natalie Irwin, Operations Manager, Financial Advisors3 min read

Four Mistakes to Avoid During Market Volatility

Volatility is a natural occurrencereence when investing, but it can cause panic, stress, ...
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John Bullman, CFA, CAIA7 min read

2025 Q1 Market Update

The beginning of 2025 was marked by volatility, a sell-off in the domestic equity ...
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William Purvis3 min read

Capital Market Assumptions: A Guardrail, Not the Only Source of Truth

Investment portfolio construction comes in many different forms depending on who the ...
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Josh Orton, CFP®4 min read

Debunking Common Misconceptions of Target-Date Funds & Glide Paths

Target-date funds automatically adjust underlying allocations to less risky investments ...
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Miller Bentley, Director3 min read

Your Guide to Social Security Changes in 2025

The Social Security Administration (SSA) makes changes to various aspects of its benefits ...
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William Purvis5 min read

The Economic and Market Impact of the Trump Administration's Agenda

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Miller Bentley, Director4 min read

4 Steps to Empower Your Wealth-Being

Epictetus, the Greek philosopher from the first century, proposed simple advice that ...
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Josh Orton, CFP®17 min read

How Much Will I Need to Retire?

At face value, the question of “how much will I need to retire?” seems simple – you ...
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Talk to one of our financial advisors today and let's partner together for your future.