Blog
King Dollar
Each quarter’s earnings season seems to have its own theme. During the first quarter of 2015, the recurring topic was the value of the U.S. dollar relative to foreign currencies. Foreign currency values matter primarily for companies selling goods and services in...
Peloton 2015 Q1 Recap
During the first quarter, investors remained focused on the Fed and the prospects of higher interest rates sometime later this year. As a result, market volatility remained elevated compared to the relatively docile first half of last year. Despite significant...
Beneficiary Designations: A Critical Element of Estate Planning
The following guest blog is courtesy of attorney Anne M. Hamilton with Kroger Gardis & Regas. The unintended transfer of an asset by an out of date beneficiary designation is one reason why a regular review of an estate plan is critical. In the last three to five...
Double Standard When it Comes to Standards
President Obama is backing the Department of Labor’s (DOL) redraft of the rules governing financial industry professionals, and he’s gearing up for a battle. At issue is the glaring gap between two different standards that govern advice provided by various “financial...
Health Savings Accounts are Worth Considering
With all of the recent turmoil in the health insurance market, one clear success story has been the survival of High Deductible Health Plans (“HDHPs”). Like most forms of liability insurance and term life insurance, HDHPs offer protection against large and potentially...