Market Insights

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Reimagining the Emergency Fund

Amy Hubble PhD, CFA, TEP

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October 4, 2021

Crack open any personal finance book and right there on page one, chapter one, you'll see a statement that says something along the lines of: “It is recommended that individuals keep 3-6 months of income in an emergency fund.”

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Financial Planning

What the Frac is a SPAC?

Amy Hubble PhD, CFA, TEP

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January 24, 2021

Happy New Year! If you watch or read financial news, you've likely heard the Seussical term “SPAC” mentioned a lot in relation to a flurry of new companies coming public over the last year, accounting for approximately half of the IPO…

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Investment Strategy

What is the 2019 S.E.C.U.R.E. Act?

Amy Hubble PhD, CFA, TEP

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January 14, 2020

At the end of last December 2019, Congress passed what has become known as the “Secure Act.” This is a clever acronym for the full “Setting Every Community Up for Retirement Enhancement” Act.

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Financial Planning