For the first time since 2018, most investors saw a negative year in 2022. We examine several investing trends in our annual market outlook.
Slice of Life
The Financial and Psychological Impact of Returning to the Workforce After a Long Absence
After spending more than 10 years out of the workforce, financial advisor Alicia Vande Ven writes about how returning has impacted her.
2022 Investment and Market Outlook Guide
Featured in this year’s outlook is a market recap and 2022 preview from our CFA®, Syl Michelin, plus looks at sector & factor performance, index funds, several U.S. expat-focused topics, and more.
Remembering an American Hero – Gary Beikirch, Congressional Medal of Honor Recipient
Jonathon Jordan, CFP®, CEPA, describes the lessons he learned from Gary Beikirch, a Congressional Medal of Honor recipient who fought in Vietnam.
Financial Check List for the End of the Year
As we move through 2021, with Covid still in the news and the stock market enjoying another great year, we should keep in mind that there are still things to accomplish pertaining to our finances.
Three Tips For Improving and Organizing Your Email Experience
This summer’s iOS update has renewed focus on email privacy. Clint provides three ways to keep your inbox free of junk mail and distractions.
Creating a Culture of Philanthropy
Polly Price writes about her background in charitable giving and philanthropy before starting with Walkner Condon, and how that connects to her interest in financial advising and new role.
Intersection of Sports and Investing: What is Invesco QQQ?
With all the heart-stopping, late game sequences in March Madness, there’s usually no shortage of commercial breaks. This year, Invesco QQQ took center stage during those breaks, providing a great opportunity to discuss ETFs in more depth.
Five Technology Tips for Seniors And Older Adults Learned from a Year of Pandemic Life
With all the adjustments we’ve had to make over the last year because of COVID-19, we’ve learned quite a bit when it comes to technology. We offer five tips to help you, or someone else in your life, maximize the everyday tech you use.
Your Work From Home Network Checklist
Here we offer some suggestions on how to assure that your home internet is stable and able to handle the load for today’s work environment.