Our Commentary

Post-Election Investment Outlook
Peter Thoms, CFA, MBA November 9, 2016
The election of Donald Trump sent global markets spinning into the red overnight as investors worldwide reacted in the wake

Infographic: How One Physician Cut His Tax Bill $70,000. Can You?
Peter Thoms, CFA, MBA October 20, 2016
Read More » Defined Benefit Plans: Too Good to be True? No.
Peter Thoms, CFA, MBA September 12, 2016
Read More » Health Savings Account: Your Most Powerful Account
Peter Thoms, CFA, MBA September 1, 2016
Read More » Mid-Quarter Update: Markets Enjoying the Summer
Peter Thoms, CFA, MBA August 18, 2016
When the British voted in June to leave the European Union after 43 years of membership, many investment strategists painted
Markets Shrug Off Brexit
Peter Thoms, CFA, MBA July 14, 2016
The second quarter was docile compared to the volatile first quarter of the year—that is until the surprising results of


Mid Quarter Update: Stocks Treading Water
Peter Thoms, CFA, MBA May 19, 2016
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