Shortly before Thanksgiving last year, our CEO Doug Johanson handed out $300 to each of our company’s 26 employees. The rules were clear, the results unexpected.

2020 has been a year of extremes, including in the markets. To bridge a growing gap between crouching value stocks and soaring growth stocks, disciplined asset allocation remains as important as ever. Here’s why.

Did you miss our recent webinar? Our team discusses the latest on markets, the economy, and upcoming elections in this recorded video.

Thinking about lending money to an adult child or grandchild? With historically low rates, now may be the time. Here’s what you need to know about intrafamily loans.

In the classic film “It’s a Wonderful Life,” George Bailey learns not every blessing or curse ends up being as fortunate or ill-fated as expected. Likewise, investors should avoid reading too much into financial forecasts driven by “good” or “bad” election-year news.