Financial Wellness Center

Apr 16, 2021

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation,...

Mar 16, 2021

The SMARTMap Portal employs the most advanced security features and protocol to ensure the protection of your individual accounts. It is a...

Mar 10, 2021

Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it’s possible this trend...

Mar 04, 2021

In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in 1997 and seven in 2016.1 As an...

Jan 22, 2021

“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market losses on the front end of...

Dec 22, 2020

When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But...

Nov 16, 2020

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking...

Aug 31, 2020

Stock market volatility clearly reinforces at least one important investing principle: Short-term goals typically require a conservative investment...

Aug 05, 2020

The Federal Reserve’s unprecedented efforts to support the U.S economy during the COVID-19 pandemic include a commitment by the Federal Open Market...

Jun 29, 2020

While visiting an amusement park this summer may not be possible for everyone, the stock market has provided a number of exhilarating rides to make...

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