Latest Insights
Friday, June 06, 2025
Is a Trust Right for You?
Should you add a trust to your estate planning toolbox? No matter your net worth, a trust may offer potential tax benefits, asset protection, and helpful guidance for the next generation. Compare different types of trusts, and ask yourself 3 questions to find out if it’s a smart option for your legacy.
Friday, May 30, 2025
How Cognitive Biases Can Negatively Affect Your Investment Decisions
Bad returns aren’t always a result of a bad market. Are you the problem?
Friday, May 30, 2025
Investors Shouldn’t Take the Summer Off
McFaddin on the Markets
Have you heard the old adage, “Sell in May and go away?” It may have a nice ring to it, but here’s why analyst Shelby McFaddin, CFA, thinks taking a “summer vacation” from the stock market could be a bad idea.
Friday, May 23, 2025
Do Women Invest Differently Than Men?
The short answer? Yes. Here’s what we can learn from their approach.
Friday, May 16, 2025
At the Intersection of Quality and Growth
The goal of quality growth in investing is to own companies with solid fundamentals, setting them up for hopeful long-term success. It’s all about the pursuit of outperformance over time.
Thursday, May 15, 2025
An Unusual and Extraordinary Threat
Mann on the Street
When macro-level uncertainty strikes, we learn important truths about ourselves as individual investors.
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