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Insights

Welcome to our blog.

We live to shake up the industry. Here’s what we’re thinking.

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  • April 19, 2019

    Q1 2019 Market Review

    This year’s first quarter is promising, with investments bouncing back from 2018’s gloomy end, and the good news that there’s no interest rate hike in sight from the Fed. Read More

    Author: David Martin

    Topics: News, The Market, Industry Ideas

  • April 19, 2019

    What We're Reading This Week

    Join us this week as we take a dive into Merrill Lynch's play for both younger employees and younger clients. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • February 12, 2019

    What We're Reading This Week

    This week we’re reading about clients being overcharged in mutual funds and the SEC’s push to settle these claims. Also, the surprising stuff happening in Venezuela at one of the largest oil refineries. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • January 28, 2019

    Should You Contribute to a Roth IRA?

    Considering an IRA but not sure which is the right choice? Read on to learn some of the differences, as well as things to consider when deciding between a Roth or Traditional IRA. Read More

    Author: Thad Schlaud

    Topics: Industry Ideas

  • January 28, 2019

    2018 IRA Contribution Reminder

    There is still time to contribute to your IRA for 2018. Read on for a review of IRA deductibility, and contribution eligibility. Read More

    Author: Chad Wotton

    Topics: Industry Ideas

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