2021 September


Inflation Perspective

Inflation has been a hot subject of debate over the last several months, and for good reason – the June and July headline 12-month year-over-year (YoY) Consumer Price Index came in at 5.4 percent, the highest recorded figures since December 1990.1 The Consumer Price Index (CPI) measures the average change in prices over time that consumers pay for goods and services such as shelter, transportation, food, and medical care. […]

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Savvy Questions to Ask Your Investment Advisor

Whether you work with an investment advisor, or are considering hiring one, be sure to ask questions to be an active partner in your money management. Asking thoughtful questions shows advisors you are informed, inquisitive and engaged in the success of your planning.

Deciding which questions to ask can feel daunting or potentially embarrassing if you […]