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Daily Archives: August 6, 2018

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Being Present With Your Financial Plan

Case Study, Personal FinanceBy Editorial TeamAugust 6, 2018

This week on Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Associate Michael Griffin, CFP®, who bring a discussion on the importance of both spouses being involved in the financial planning process, and how important it is for both spouses to plan for retirement should something happen to the other.

Market Roundup: Second Quarter Earnings Boost Markets Up

Economy/Stock MarketBy Editorial TeamAugust 6, 2018

The major indices ended trading down on Monday as Technology brands led decliners on the NASDAQ Composite. However, while stocks slipped, oil climbed. West Texas Intermediate crude jumped up 1.9% settling at $69.98 a barrel…

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