Insights
Social Security Fairness Act Update
Workers with reduced or eliminated Social Security payments will regain their benefits with a new law that passed just days before congress adjourned. The Social Security Fairness Act of 2023 cleared its final hurdles passing the Senate on December 27, 2024, and was...
Social Security Fairness Act Update
Workers with reduced or eliminated Social Security payments will regain their benefits with a new law that passed just days before congress adjourned. The Social Security Fairness Act of 2023...
Economic Indicators Are High. Investment Valuations Are Higher.
By Ellen Hazen, CFA®, Chief Market Strategist What We Are Watching in January and in 2025: As we...
The More Things Change, the More They Stay the Same
By Ellen Hazen, CFA®, Chief Market Strategist November Takeaways: The US election early in the...
The Cost of Pet Ownership
By Jessie Butler, CFP®, Principal, Private Client Advisor In January 2023 my family said goodbye...
Is Gold the New Gold?
By Ellen Hazen, CFA®, Chief Market Strategist October Takeaways: Economic surprises in October...
The Benefits of Staying Calm Through Market Volatility
By Ellen Hazen, CFA®, Chief Market Strategist September Takeaways: Inflation continued to ease...
Time IN the Market, Not Timing the Market
By Ellen Hazen, CFA®, Chief Market Strategist August Takeaways: Economic data was mixed. New jobs...
Can Small Caps Catch Up?
By Ellen Hazen, CFA®, Chief Market Strategist July Takeaways: Small-capitalization US equities...
Democratizing Alternative Investments
By Ellen Hazen, CFA®, Chief Market Strategist June Takeaways: The Federal Reserve (“Fed”)...
Artificial Intelligence – Expect Volatility Along with Growth
By Ellen Hazen, CFA®, Chief Market Strategist May Takeaways: The Federal Reserve kept short-term...
Checking in with Your 401(k)
Amidst the hustle and bustle of everyday life, many of us don't have the time or energy to monitor...
FLP Webinar Series: FLP Webinar Series: Long Term Care Insurance – Is it still working? What you need to know now.
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