Is Real Estate Part of Your Financial Plan? Written by Thomas DiCesare - Partner, Wealth Advisor at Waverly Advisors, LLC on February 4, 2026
Is This the Most Overvalued Stock Market in History? Written by Nik Schuurmans, CFA® on February 4, 2026
Financial Planning During a Pandemic: We’ve Planned for This (A Retirement Plan Reminder in the Midst of COVID-19) Written by David M. Foreman, CFP® on April 20, 2020 View
The CARES Act: A Summary of Provisions for Individuals and Small Businesses Written by Joseph R. McNair, CFP®, JD, CPA and Evan B. Crouse on April 3, 2020 View
First Quarter 2020: Unprecedented Times and the Need to Focus on the Long-Term Written by John B. Cox, CFA, CAIA on April 1, 2020 View
Coronavirus Q&A: What Many Are Asking About the State of our Economy and the Global Markets Written by Melanie L. Nichols, CFA, CFP® and Joshua G. Miller, CPA, CFA, CIPM on March 11, 2020 View
Is it Time to Refinance Your Mortgage? How to Take Advantage of Current Equity Market and Interest Rate Volatility Written by Heath R. Echols, MS, CFP® on March 6, 2020 View
Tip for Investors: Three Tried-and-True Actions That Can Set You Up for Success in the New Year Written by Evan B. Crouse on January 3, 2020 View
Can We Expect More Fireworks from the Markets in 2020? Written by John B. Cox, CFA, CAIA on January 3, 2020 View
Developing Your Child’s Financial Skills Pays Dividends for Life Written by Melanie Nichols, CFA, CFP® on January 2, 2020 View
Three Ways to be Philanthropic this Holiday Season Written by MaryPat Peeples on November 18, 2019 View
Current Market Status: Trick or Treat? Written by Joshua Miller, CFA, CPA, CIPM on October 3, 2019 View
Location, Location, Location! Do You Know Where Vital Pieces of Your Estate Plan Are Located? Written by Elizabeth Brasher, JD, CWS on October 3, 2019 View
3 Ways to Prepare Your Family for a Healthy Financial Future Written by Gavin Gillison, CFP® on September 24, 2019 View
How a Family Constitution Can Foster Effective Family Wealth Management Written by Jeff Helms, CFP®, CPA on August 20, 2019 View
Market Commentary: What Does the Dow Jones Point Drop Mean For Investors? Written by Joshua Miller, CFA, CPA, CIPM on August 16, 2019 View
2019 Midyear Investment Commentary – Certain Uncertainty Written by John Cox, CFA, CAIA and Joshua Miller, CFA, CPA, CIPM on July 3, 2019 View
