Matthew Davis, CFP®Aug 20, 20202 minUnderstanding Bank and Brokerage Account InsuranceA very common question we get is if there is FDIC insurance on our investment accounts. While a great question, it usually leads to a...
Hannah Boundy, CFA®, CFP®Aug 20, 20201 minCongratulations!We'd like to extend our congratulations to our co-founder Matthew Davis on his recent marriage to the lovely Jodi Clontz.
Hannah Boundy, CFA®, CFP®Aug 20, 20202 minTactics for Facing Market UncertaintyOn Tuesday, the S&P 500 hit a record high, defying Covid-19 and the related economic fallout. While the word “unprecedented” has become...
Matthew Davis, CFP®Jul 9, 20204 minMid-Year Economic UpdateEconomic statistics are finally catching up with just how quickly and deeply our economy has been impacted by the quarantine.