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Bull Bear Pen

Welcome to our College Savings series. Over the next few weeks, we will be providing short (maybe a long one here and there) blog posts about College Savings – specifically 529 Plans. ...

12 May, 2022

March market review Global equities experienced volatility throughout March, though a late rally softened some of the sharper losses from earlier in the month. The volatility of recent months continued, driven by geopolitical events that I believe are unlikely to dissipate soon, a more hawkish Federal...

06 April, 2022

Watch this video to hear Rick sharing his views on the market, as well as: Contributing to your 401k: How much you can contribute, as well as how much should you contribute? Should you contribute a percent of your salary or a fixed dollar amount? How often can...

05 April, 2022

Amanda joined fellow financial advisor, Melissa Joy, on her podcast to talk about active vs. passive investing. The 52 Pearl Weekly Money Wisdom Podcast is hosted by Melissa to provide actionable advice to improve financial decisions. Listen to Amanda and Melissa discuss investing – the...

25 January, 2022

December market review While the traditional end-of-year Santa Claus equity rally may not have been as pronounced as we typically see, it may have just come early. Thus far, we’ve seen both the Dow Jones Industrial Average and the S&P 500 notch new highs in December...

06 January, 2022

September market review Markets prefer clarity – or at least as close a facsimile as they can get. Since the start of the pandemic, we’ve seen how markets can push through uncertainty, up to a certain point. September, however, brought a stack of compounding uncertainties, combining to...

08 October, 2021

While we know the turning of the digit from 0 to 1 didn’t change the alignment of the universe, December’s developments make it easier to approach the new year with a feeling of new possibilities. Vaccines are being distributed, the major market indices show between...

10 February, 2021
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