Insights

Automated Investing vs. Human Guidance

When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor?

Financial Conversation Tips for Couples

Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and

Matt Logan CFP(r)

2nd Quarter 2021 Market Outlook

Not since I convinced my parents to let me go to Spring Break 1994 have I been so so excited about spring!  Likely the most

1st Quarter 2021 Market Outlook

“Behind every beautiful thing there is some kind of pain.”-  Bob Dylan Bob Dylan was not referring to 2020 when he was referring to pain

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