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Market Commentary

Weekly Market Commentary August 20, 2018

News of trade talks between the U.S. and China helped support a rally in U.S. stocks last week. The talks are scheduled for next week, and officials say the two nations hope to sign a compromise by November. Read more

College students financial advising

Monthly Newsletters

August Monthly Newsletter: 4 Financial Lessons Your New College Student Needs to Hear from You (and 2 Important Items for Parents)

As summer comes to a close, many parents and teenagers are packing up the station wagon (or hybrid crossover) for a trip that, for at least one passenger, is one way. You’re ready for this. You’ve done the shopping trips, you’ve packed the boxes, you’ve even shed a few tears. Now it’s time to send your child(ren) off to college. Read more

Market Commentary

Weekly Market Commentary August 13, 2018

Concerns over declines in the Turkish currency and the risk of a trade dispute between the U.S. and Turkey pushed stocks lower last week. Turkey and the U.S. are sparring over the jailing of a U.S. pastor by Turkey. Read more

Videos

Live Your Life By Design

Live your life by design, not by default. Our team is dedicated to developing your individualized financial plan to help you pursue the things that are important to you and your life purpose. Call us today to get started.

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Blog

5 Reasons It’s Important to Set Financial Goals

Published by Rob Furlong, Portfolio Manager

The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was little more than listening to the ice crunch with each step as we ascended over 5,000 feet into the thinning air. Shortly after 9a.m. we were at 14,200 feet-on top of one of the highest peaks in the Cascade mountain range. Read more

News

Chicago Financial Advisor Earns National Recognition for Philanthropy Jim Quigley is a Finalist in the 2018 Invest in Others Awards

Newton, MA – July 16, 2018 – Jim Quigley, a Founder and CEO, Wealth Advisor at Barrington Wealth Management, in Chicago has been announced as one of three national finalists for the Global Impact Award as part of the twelfth annual Invest in Others Awards. Quigley is being honored for his work with Hope’s In, which will receive a $5,000 donation from the Invest in Others Charitable Foundation. If Quigley wins his category, the donation will increase to $25,000. Read more

News

Wall Street managers have cost Americans more than $600 billion over the past decade

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Videos

Q3 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor. Read more

Monthly Newsletters

July Monthly Newsletter: Five Financial Factors to Consider Before Buying a Home

Every spring it’s the same: the snow melts, the birds begin building their nests, the neighborhood children resume their outdoor play and the housing market blooms. Yes, among the budding trees and perennial sprouts you’ll notice “For Sale” signs popping up all over town. Read more

Videos

Divorce & Finance

Watch the video below to learn about the 6 most common financial divorce mistakes and how to avoid them. Read more