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The financial world moves at a very fast pace, and we want to help you stay up to date on market changes, outlooks, trends and useful tips to assist you along your financial journey.

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Quarterly Perspective – Vol. 18, No. 2

Spring 2011 A Reality Check by Will Williams It's Time for Spring (Financial) Cleaning by Stephanie Ricketts, CFP ® Trends in Corporate Cash Levels – Another Reason for Optimism by...
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Quarterly Perspective – Vol. 18, No. 1

Winter 2011 In Fear of Giving It Back by Will Williams Presidential Terms and Stock Market Cycles by Brian Christensen, CFA Tax Relief, Unemployment Insurance Reauthorization and...
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Quarterly Perspective – Vol. 17, No. 4

Fall 2010 Moving in Lockstep – For Now by Will Williams Inflation and Stock Prices by Brian Christensen, CFA Cost Basis Legislation – Part I by Jim Sinclair, CPA Continue reading...
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Quarterly Perspective – Vol. 17, No. 3

Summer 2010 The Economic Headwinds by Will Williams The Dodd-Frank Wall Street Reform and Consumer Protection Act by Brian Christensen, CFA SEC Circuit Breaker Rule 101 by Meghan...