Protecting Your Identity and Privacy: The Equifax Data Breach

Protecting Your Identity and Privacy: The Equifax Data Breach   No doubt you have heard that Equifax, one of the three major credit reporting agencies, had a data breach and as many as 143 million American’s may have had sensitive information stolen. Names, addresses, Social Security numbers, birth dates and other identifying data may have […]


Step off the Curb

By Beth Baer   Those of you who have known me for awhile know this is an expression I use frequently. Often it’s in the context of encouraging (some say pushing) someone to leave the safety of their known universe and courageously move into new possibilities in their lives. Is there usually risk? Maybe, but the […]


SEI Weekly Market Update

Weekly Market Update from SEI: SEI Weekly Market Update 170120


SEI Weekly Market Update

You can download SEI’s Weekly Market Update from this link: sei_weekly_market_update_16_dec_2016_us-2


Interest Rates, the Federal Reserve, and the Economy

The Federal Reserve announced on  December 14, 2016 that they were increasing the federal funds target rate by 0.25%. This move has been much anticipated and was certainly not a surprise, but does say a lot about the state of the economy and has long-term implications for both stocks and bonds. I thought I’d take […]

W. Spencer Parshall Photography

The Election and the Market

The presidential election is on everyone’s mind this fall, and many of our clients have expressed understandable concern about what effect the election will have on the stock market. Regardless of political leanings, many view the political situation as a sinking ship that will inevitably drag the market down with it. Not necessarily, if history […]

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SEI Weekly Market Update 8/19/2016

Stocks were mostly negative last week as investors weighed the news that a the Federal Reserve is considering an interest rate increase. The same news pushed US Treasury bond prices lower, while globally the bond markets remained positive. Get the details here: Weekly_Market_Update_08_19_16


SEI Weekly Market Update 8/5/2016

US Stocks soared last week after a strong July jobs report, with the S&P 500 Index and the NASDAQ Composite Index posting new record highs. Meanwhile, US Treasury yields rose in anticipation that the strong jobs report may lead the Fed to increase interest rates down the road. Get the details here: WeeklyMarket_Update_US_20160805_20165172