Feature Articles

Tips to Avoiding Fraud

By Mathew Coyle

March 06, 2019Individual Investment Management

March is a busy time of year for you...and those after your money.  

5 Characteristics of Most Scams: March is a busy month.  The market is usually active, taxes are due in April, and people are busy making financial decisions.  Avoiding scams is easy if you...

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Spending in Retirement

By Mathew Coyle

February 13, 2019Individual Investment Management

Spending in Your Retirement. A secure retirement is the combination of careful planning and understanding how taxes will affect you. Diversify Beyond Tax Deferral...Let's be clear - 401k and IRA accounts are valuable tools.  A word of caution however - don't forget to stash additional savings in taxable brokerage accounts, Roth IRAs,...

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Financial Institutions Insights 1st Quarter 2019 Strategy

By Patrick Larson

January 21, 2019Institutional Investment Management

Economic Overview - What a Difference a Quarter Makes! 

We entered the fourth quarter of 2018 with solid economic growth, interest rates near a multi-year peak and an equity market that was trading near record highs.  But things changed.  Expectations that the economy will slow...

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Stocks in 2019

By Mathew Coyle

January 10, 2019Individual Investment Management

Stocks in 2019. It's important to be realistic about what the market will (and won't) yield following a multi-year rally in stocks.  

Big Gains?  Probably not - but...Various sectors, classes, and industries do not move in unison and this presents opportunities.  For the past decade, lower quality, high growth...

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Accessing Your 401(k) Funds Early

By Mathew Coyle

December 18, 2018Individual Investment Management

Accessing 401k Funds Early...Normally you aren't allowed to withdraw funds from a 401k or other retirement plan prior to age 59 & 1/2 without a 10% penalty in addition to taxes owed.  There is however, a notable exception to this rule if you are looking...

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