Putting Breaking News in Perspective

Putting Breaking News in Perspective

We are constantly bombarded with information—everything we see is BREAKING NEWS! Yet, what is actual news? How does one discern? Most importantly, where are you right now as it relates to the information you are receiving? When it comes to our personal finances, it is...
VIDEO: Introduction to Investing

VIDEO: Introduction to Investing

In this 10-minute video, Client Relationship and Education Manager Sue Desrosier, CFEI, BFATM provides a brief introduction to investing, including why you should participate in your 401(k) plan, different types of investments—stocks, bonds, and mutual funds—and their...
Why Now? Context for Recent Volatility.

Why Now? Context for Recent Volatility.

The market volatility that caused investors to experience strong losses in early 2022 has returned, driving the S&P 500 to new lows for the year on Monday, September 27. Whenever there is volatility, it’s helpful to ground the emotions we may feel in context....
Volatility: Our Constant Companion

Volatility: Our Constant Companion

With nearly 40 years of industry experience, there are several market drawdowns that stand out in my mind, each of them with their own characteristics. We’re hearing a lot about volatility today, and we often do when the S&P 500 dips. But it’s important to...