Blogs and More

We’re proud to add Ben Richter to our Client Service team. Ben comes to us with an MBA from the University of Michigan, and significant experience in operations.

Does it make sense to sell stocks, and stay on the sidelines until things "calm down"?

Stock market declines over a short-time period may lead investors to anticipate a down year. But the US stock market had positive returns in 17 of the past 20 calendar years, despite some notable dips in many of those years.

Brush up on your Medicare basics to stay in control of your medical future.

A set of difficult challenges faced investors during the first quarter, leading to negative performance for both stocks and bonds. Here's a brief update.

My approach to both filling out a March Madness bracket and investing have a lot in common!