Latest Thoughts

Corporate Earnings Outlook

We lowered our 2019 earnings growth forecast for the S&P 500 Index on August 19 due to increased risk to economic growth and corporate profits from the ongoing trade conflict between the United States and China. Until we get clarity on trade, we believe...

Buying Life Insurance: What Kind and How Much?

Finding the middle ground between being "insurance poor" and unprotected requires assessing real needs and choosing products that are affordable. This article introduces different types of insurance products and the role that they can play in a personal financial plan....

Sandwich Generation

An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers. This video discusses steps your clients can take now...

Season 1: Episode 6 – “Coffee and Charity”

In our season finale, Chris interviews the executive director of Habitat for Humanity of Bucks County ,Florence Kawoczka, about non-profit organizations. We hope you enjoyed our first season of Advisors In Cars Getting Coffee. Stay tuned for Season Two in September with more...