Blog

TEAM SPOTLIGHT – Carolyn Wittmann-Todd
August 18, 2025
Check out our latest Team Spotlight to get to know one of our newest members, Carolyn Wittmann-Todd.
Search our blog
Explore by category

March Madness
The 20%-plus gain in the S&P 500 Index between Tuesday and Thursday officially counts as a bull market and marks Monday as the end of

KEEPING PERSPECTIVE IN UNCERTAIN TIMES
The causes of each cycle and the depth and duration of the decline vary, but down markets and ensuing recoveries have been happening since before

Ready Position
In the first quarter of 2019, recession fears quickly surrendered to optimism when, in late January, the Federal Reserve announced they would hold off on

TOO MUCH OF A GOOD THING
Many investors see portfolio diversification as an almost magical strategy that reduces risk and ensures solid returns, but actually harmful in extreme doses.