The investment markets in the first quarter of 2015 were up across most asset classes with the exception of money market funds which were flat. Despite a strengthening U.S. Dollar, international stocks had the best performance in the first quarter. Investors are anticipating the improved competitive position of foreign companies versus their U.S. counterparts. In...Read More

By: Steven M. Rogé, MBA, AIF® Director of Research and Portfolio Management Going back thousands of years, one of the very basic ways to measure was done using a Balance Scale. Simply knowing the weight on one side and loading up the other side of the scale would give the weight measurement of an item....Read More

  By Rosanne Rogé, CSA, RFG, CFP® Managing Director Frequently referred to as the “Sandwich Generation,” Baby Boomers are increasingly tasked with caring for both aging parents as well as minor aged children, or “boomerang” adult children who have returned home due to divorce or the economic environment.  In fact, according to the Pew Research...Read More

The domestic stock market performance in the fourth quarter of 2014 was solid. Foreign securities suffered as the strong U.S. Dollar and weak economies abroad weighed on investor’s returns. Smaller-company stocks played catch up with a strong performance in the fourth quarter, bringing returns back into positive territory for the year. Overall, 2014 was another...Read More

By Rosanne Rogé, CSA, RFG, CFP® Unlike traditional health insurance, Long Term Care insurance is designed to cover long-term services and support, including personal and custodial care in a variety of settings such as your home, a community organization or other facility. There are a range of care options and benefits to select from, and...Read More

By Rosanne Rogé, CSA, RFG, CFP® Remember the days when the only way someone could steal your identity was by taking your purse or wallet? Today identity theft is at an all time high thanks to things like online banking, shopping and computer hacking. In addition, sending important or personal communications via e-mail and text...Read More

By Kelley Caponigro Assistant to the Chairman & CEO Words like retirement, investing and insurance are usually associated with financial advice. But what about topics like birth, relocation or starting a business? It’s astounding how many common life events are overlooked that could greatly benefit from professional financial advice. We’ve come up with a list...Read More

By Ronald W. Rogé, MS, CFP® Chairman & CEO “If you think it’s expensive to hire a professional, wait until you hire an amateur.” Red Adair (1915-2004)                                                                                                                                                                                                                                                                                                         I spotted the quote above on LinkedIn the other day. It’s attributed to Red Adair, a well known and experienced oil well fire fighter. It reminded me...Read More

Kelley Caponigro Assistant to the Chairman & CEO “The problem with quotes on the Internet is that it is difficult to verify their authenticity.”                                                                                                           Abraham Lincoln (1809-1865) The Internet as we know it today has become a life-altering resource.  Information is at our fingertips and with each passing generation it becomes more and more...Read More