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Market Updates 
Market Month: January 2016 - The start of 2016 for the equities markets may be described as rocky at best. Stunted by receding oil prices and plummeting Chinese stock Market. More...

Annual Market Review 2015 - Volatility may best describe the equities markets for the added picture to tips and toolsmajority of 2015, as they were impacted by economic stress in China and Greece, coupled with underwhelming corporate earnings reports, falling oil prices, and terrorist attacks here and abroad. More...

Market Month: November 2015 - November saw equities markets follow October's gains, although not nearly at the same pace. Amid favorable jobs reports, moderate GDP growth, and increased consumer income, coupled with an apparent easing of economic concerns in China, conditions appeared ripe for a strong November in equities trading. More...

Market Month: October 2015 - October proved to be a month with highs and lows in the equities markets. But in the end, all of the indexes were posted gains over their closing values in September. More...

Quarterly Market Review July-September 2015 - Volatility returned to the equities markets in the third quarter, impacted by economic stress in China and Greece as well as
other factors. Read More...

Market Month: August 2015 - Despite favorable economic news later in the month, the U.S. stock market was unable to recover all of its losses and closed in negative territory compared to July.

Despite encouraging signs, the Social Security and Medicare programs continue to face financial challenges that should be addressed as soon as possible. Read More...

Market Month: July 2015 - Despite a generally sluggish economy, some mundane corporate earnings reports, the Greek debt crisis, and China's stock market upheaval, the stock markets posted moderate gains, for the most part. Read more...

Investors have grown increasingly comfortable with the Federal Reserve's slow-and-steady approach to raising short-term interest rates. Unfortunately, some gains were all but wiped out as the financial crisis in Greece affected markets domestically and around the world.  More...


Investment & Trust Articles 

Holding Equities for the Long Term: Time Versus Timing - Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years. More...

Handling Market Volatility - Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help. More...

Eleven Ways to Help Yourself Stay Sane in a Crazy Market - Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact on your ability to achieve your financial goals. More...

How to Be a Better Investor - Watch this video for simple tips and guidance from A short video that shows tips and tricks for becoming a better investor.reviewing your portfolio regularly, to making sure it is diversified.

Serving As Financial Caregiver - More people are playing the role of financial caregiver. Read this article to learn steps to prepare yourself. More...

Financial Planning: Seeing the Big Picture - A comprehensive financial plan serves as a framework for organizing the pieces of your financial picture. It helps you better focus on your goals and what it will take to reach them. More...

"Estate Planning" Doesn't Require a lot of Money or Assets - Planning for the handling of our assets as we age isn't something we like to think about, but it is an important process. Individuals do not complete estate plans for themselves; they do it for their loved-ones. More...


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Tax Planning Guide for 2016 - Learn valuable information for individuals and businesses regarding tax updates. Includes important changes, read more...

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