Blog

Stay informed on the things that could influence your financial picture the most.
We offer research and articles.

Countering Counterfeit Currency

Countering Counterfeit Currency

Believe it or not, the agency responsible for protecting U.S. currency is the United States Secret Service. The agency was founded on July 5, 1865, as part of the Department of the Treasury to combat the widespread counterfeiting of currency happening at the end of the Civil War.1

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Commentators in the financial media seem to occupy a polarity of opinions we might see in politics. What gets lost when these commentators collide is “the individual.” Unfortunately, the discussion is rarely centered on whether a variable annuity is relevant and useful to you and your set of needs.

May 27, 2025 Weekly Market Insights

May 5, 2025 Weekly Market Insights

Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report.