Insights

Published by Jason Comes | @Jason_Comes Wealth…What does it mean to you?  I ask this to clients and get many different answers.  It means different things to different people. One client said they didn’t think they were in the category of “wealth” as they thought you had t …

People’s opinion of a company’s future potential is a key factor upon which the stock market is built. Therefore, as an analyst, it is important to not only understand the fundamentals and the strategy of companies in which you are looking to invest,

Published by Tyler Schlumpf and Ron Carson, There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different …

Published by Teresa Milner Living in the fast-paced world that we’ve become accustomed to, it’s easy to get sidetracked with all that’s going on around us. What’s important and not urgent? What’s important and urgent? What’s urgent but not important? What’s not urgent and not important?

With the New Year approaching, many like to spend time reflecting on past successes, failures, new experiences and gained knowledge, as well as planning for the year to come. As a part of my own reflection, I enjoy reading the following parable…

Published by Mark Petersen I saw a report on the morning news about how an iPhone changed the life of a boy with Spina Bifida.  Typing into the phone he is able to communicate his thoughts for the first time.  This coming on the heels of the Second Terrorist attack in Paris, France in less …

Published by Teresa Milner I have so much to do today – I’m so busy – if I multitask, I can get it all done – hmmmmmmm, I need to be at 2 functions tonight at the same time – the school just called and my daughter is sick, ugh…. How can I get all my …

As investment analysts we always need to be aware of the current market environment and its impact on companies in our coverage lists. At times these factors can be easy to spot; however, this is not always the case.

Published by Jason Comes Identity theft and credit fraud are all over the news these days. So what can you do to combat potential credit fraud? Follow these simple steps to help protect your credit.

Published by Jake Bleicher Anxiety has increased as investors digest the debt crisis in Greece and the Chinese market crash. Add the Fed’s rate hike and drop in oil prices to the mix and the outlook is depressing. I started searching for good news – a silver lining amid the chaos – and foun …