Author: Cliff Cadle

Differentiating the Major Fund Types

There comes a time in many conversations I have, where I can see the nervousness build. When I see that happen, I know exactly what is going on. There is

What are Bond Yields and Why Do They Matter?

Previously, I broke down some of the most common terms associated with bonds and what they mean.  But there was one term I left unexplained – and often, it’s the

Debt Ceiling Update

On May 1, the Secretary of the Treasury informed Congress that the U.S. could default on its debt by June 1 if legislators do not raise the nation’s debt ceiling.1

Volatility Do’s and Dont’s

Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the

Frustrated Yet?

If you are paying any attention to the news or even just the conversations wafting through the office, you have heard the concerns regarding the world and domestic economy. Inflation

Easter: A Season for Growth

Happy Easter!   As you know, the Eastertime is a very special one for people of varying faiths, cultures, and traditions.  One thing that has always fascinated me, though, is

Questions You Were Afraid to Ask #2: Why is the price of the Dow so much higher than the S&P 500?

I recently started a new series of letters called “Questions You Were Afraid to Ask.”  Each month, we will look at a common question that many investors have but feel

Aligning Your Investments with Your Values

110 million employees in the United States have over 8.4 billion collective dollars invested in employer-sponsored retirement plans. In order to attract top millennial and Gen Z talent, many organizations

Changing Retirement Plans? 3 Mistakes to Avoid When Rolling Out a New Plan to Employees

A retirement program that helps employees meet their savings goals is an important part of a comprehensive benefits package. At some point, meeting the changing needs of your employees will

Start the New Year Right. Time to Evaluate your Employee Retirement Plan.

The beginning of each new year is the most popular time to make resolutions and usher in positive change in nearly every area of life–coincidentally, it’s also a perfect time