Insights

Our insights into Markets, Investing, and much more. 

What You Need to Know About Investing in the Market of Coronavirus: Delta Variant Edition


What You Need to Know about Investing in the Market of Coronavirus: Delta Variant Edition In 2020 coronavirus hit the stock market hard, causing the fear of a recession or financial crisis similar to what we had seen in 2008. Who would’ve guessed by 2021 after an economic recovery, we would have the same concerns

What You Need to Know About Investing in the Market of Coronavirus: Delta Variant Edition

Investor Commentary Q2 2021


Investor Commentary Q2 2021  Halfway through 2021 is a good time to evaluate the year so far. Market mood was characterized by optimism about growth accompanied by inflationary fears which both slipped back as the half ended. Looking ahead, let’s question the assumptions embedded in today’s market levels and think about the impact on our

Investor Commentary Q2 2021

Investor Commentary Q1 2021


Investor Commentary Q1 2021  Springtime brought investors a blossoming US economy accelerated by massive government stimulus. Such rapid growth is largely attributable to a resumption of demand as vaccine rollouts take effect and Americans resume travelling, working, and other activities outside of their homes. But it is also a consequence of the massive amount of

Investor Commentary Q1 2021

Is Your Estate Prepared for Your Untimely Death?


Dale Earnhardt was an extremely successful race car driver and one of the most significant figures in NASCAR history.1 In 2001 during the first race of the Winston Cup series that year, Earnhardt was killed instantly in a crash finishing his last lap.2 It was a tragic day for his family and the entire NASCAR

Is Your Estate Prepared for Your Untimely Death?

Investor Commentary Q4 2020


Investor Commentary Q4 2020 Happy New Year!Welcome to the roaring ’20s where we see a “Gatsby-Esque” boom for investors and the companies they own while unfortunately, the majority of people suffer a slide in their financial position. Asset owners have had a stellar pandemic thanks to the US Federal Reserve. Since Q1, the Fed has

Investor Commentary Q4 2020

How to Think About HSAs for Retirement Savings


How to Think About HSAs for Retirement Savings Health Savings Accounts (HSA) provide an extra layer of retirement benefits if used correctly. However, many people do not know the full potential of their HSA and follow common myths around HSAs causing them to leave retirement funds on the table.Here are 5 tips Camelotta advises our

How to Think About HSAs for Retirement Savings

Investor Commentary Q3 2020


Investor Commentary Q3 2020 “What’s Past is Prologue” –William Shakespeare, The TempestLast quarter was remarkable in that it marked the time when we succeeded in recovering the pandemic-related losses.  While September was lackadaisical, July and August rewarded our Q2 rebalancing effort.  The reason the market rallied had to do with massive amounts of cash sitting

Investor Commentary Q3 2020

How to Boost Your Portfolio Yield Like A Pro


Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments.

How to Boost Your Portfolio Yield Like A Pro

Investor Commentary Q2 2020


Investor Commentary Q2 2020 And you may ask yourself: “Well, how did I get here?” –Talking Heads, “Once in a Lifetime” An investor who fell asleep from New Year’s Eve to Independence Day, would awake wondering if they were still dreaming:The S&P 500 and her portfolio values were almost unchanged from the end of 2019, which

Investor Commentary Q2 2020

Five Investment Strategies If You Plan to Retire Soon


Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments.

Five Investment Strategies If You Plan to Retire Soon

5 Things Medical Plan Sponsors Should Consider Doing with Your 401(k) Right Now


The current market climate presents a unique opportunity for medical plan sponsors, specifically those where the owners of the practice also own 50% or more of the plan assets.

5 Things Medical Plan Sponsors Should Consider Doing with Your 401(k) Right Now

5 Great Ways to turn the pandemic into financial progress


5 Great Ways To Turn the Pandemic Into Financial Progress We are often asked, “Will investors see a V-shaped or a U-shaped recovery from the measures taken in response to Covid-19?” While this answer changes our short-term plans, it assumes we will eventually recover from this pandemic. Long term investors face a different and more

5 Great Ways to turn the pandemic into financial progress

What you need to know about 529 plans


What You Need to Know About 529 Plans There is no better building block than the 529 plan for parents trying to save for their children’s future.  These tax free savings vehicles are flexible, effective ways to invest funds for college savings. They are offered by many states and each plan has subtle differences that

What you need to know about 529 plans

Why do investors get below-average returns on their savings?


Why do investors get below-average returns on their savings? Why do most investors get below-average returns on their savings? Between 1995 and 2015, the S&P 500 averaged a return of 9.85% per year, according to Dalbar Inc research. Over the same period, the average equities market investor returned only 5.19% per year. Why? The big-picture answer is “humans

Why do investors get below-average returns on their savings?

Ahead of earnings season, have private markets become over-valued?


Ahead of earnings season, have private markets become over-valued? Ahead of earnings season, keep this in mind Public markets provide a sobering reality check to the party atmosphere in private marketsValuation in private markets has gotten away from fundamentals and centers more on telling a good storyAbsurd valuations is a consequence of too much money

Ahead of earnings season, have private markets become over-valued?

"Investors are swimming against the tide with one arm tied against their backs. The tide consists of taxes, fees, volatility, inflation and life events and the only time-tested tools at your disposal boil down to diversification, compound interest, and time.”

Dana Grigg

President

Get in Touch

>