Explore Categories

Resources

The new IPO crop and the potential upcoming harvest

2019 has been an exceptional year for releasing new IPOs. In fact, not only has 2019 brought us some of the most exciting private companies we have seen in years, but more companies are expected to join the publicly traded marketplace. Through the first three quarters of 2018, there were 1,793 IPOs that raised $45.7 …

2019 2nd Quarter market outlook


Listen as we discuss an unbiased view of the economic data and market points that cut through the noise and hype projected by the media; a retrospective of recent market performance; and the dynamics and opportunities ahead. Guest host: Joseph Taiber, Taiber Kosmala & Associates, LLC

Portfolio rebalancing: 3 reasons it’s important

Let’s be honest. Have you ever spent time looking at how all your investments are allocated (what your investments hold across your entire portfolio of holdings)? If you’re like most investors, you probably don’t give much thought to your mix of stocks versus bonds – but you should! Understanding your allocation is fundamental to understanding …

Tax loss harvesting: why bother?

When it comes to portfolios, some things stay the same no matter the generation of investor. At any age people hate losing money and love talking about their winning investments. I’ve practiced in the financial services industry for more than 20 years and I am amazed at how many stories I’ve heard about “the best …

Separate finances? How to combine when getting married

Issues related to money can be troubling and detrimental in many relationships, but many of the conflicts arising from money issues are avoidable if you address them effectively. Consider the items below as our suggested “to‑do list” as you or someone you know is starting to merge separate finances and while preparing for a future …

Fiduciary review of investments

Fiduciary responsibilities are often overlooked and underappreciated, and in-house executives and employees at your company tasked to watch over the company retirement plan may lack the qualifications to fully perform in a fiduciary role(s). That’s why when it comes to your obligations as a trustee, it’s a good idea to discuss bringing on fiduciary support …

Millennial buying habits


Listen as we discuss Millennial buying habits including how their financial priorities differ from previous generations; the impact of their buying habits on businesses and the economy; and financial challenges they face and how to navigate them. Guest host: Lindsey Reiser

Retirement: not saving enough isn’t your only concern

You know when you want to retire and you’re laser-focused on saving to get there. However, retirement planning isn’t JUST about saving enough money. There are other factors you need to consider. Otherwise, it won’t matter how much you save if you don’t plan properly. The unexpected You may have already jotted down what you …