Spring 2017
Everyone is Entitled to His Own Opinion, But Not His Own Facts Will Williams
Investing at Market Highs Brian Christensen, CFA
Can I Get Rid of This Maggie Bilby, CFP®
Winter 2017
Expect the Unexpected by Will Williams
You Can't Spend Percentages by Brian Christensen, CFA
Donor Advised Funds vs. Private Foundations by Stephanie Ricketts, CFP®
Fall 2016
Never Rest on Your Laurels by Will Williams
The Myth of Utilities and Rising Interest Rates by Brian Christensen, CFA
Presidential Election Market Results
Summer 2016
An Exit from Brexit? by Will Williams
2016 “Mid-Year” Checklist by Maggie Bilby
Why Invest Now? by Brian Christensen, CFA
Spring 2016
A Potential Game Changer by Will Williams
Estate Planning Considerations for Married Couples by Jeff Huizenga, CFP®, ChFC
The Psychology of Retirement by Brian Christensen, CFA
Winter 2016
The “FANG” Trade by Will Williams
An Energy Sector Up in Flames by Brian Christensen, CFA
Fall 2015
Connecting the Dots by Will Williams
What's More Important—Outcome or Process? by Brian Christensen, CFA
Make a Statement! by Stephanie Ricketts, CFP®
Summer 2015
Battling Headwinds by Will Williams
Value vs. Growth by Brian Christensen
Wide Diversification: Does It Fit in Your Strategy? by Dalton Mellon
Spring 2015
With the Benefit of Hindsight by Will Williams
Man vs. Machine by Brian Christensen, CFA
An Overview of Health Savings Accounts by Stephanie Ricketts, CFP®
Winter 2015
The Road Less Traveled by Will Williams
Collapsing Crude by Brian Christensen, CFA
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