twilkinson

About Travis Wilkinson

This author has not yet filled in any details.
So far has created 98 blog entries.

Credit Report

September 26th, 2014|

By Kerri Spindel, Associate Vice President

Your Credit Reports – How Do You Stack Up?

We play the quizzes that pop up from time-to-time to see what side of our brain we favor, if we are eating right, and how our alma mater measures up academically or in certain sports. But do we regularly check our credit […]

BFEC: Addressing Generational Challenges

July 11th, 2014|

By Kortney Christensen, CFP®, Senior Vice President, Director of Sales and Marketing

I recently spoke at our annual shareholder meeting about trends in the marketplace, where we see the business going and how Benjamin Edwards is positioning ourselves to get ready.

There are a couple of demographic segments that present significant opportunity: Millennials and Baby […]

Kowabunga!

July 7th, 2014|

By Pete Biebel, Vice President

Dude! Did you see that? The market totally shredded it last week! The lead-in to the holiday weekend brought a couple of mondo waves of buying. The first crest came on Tuesday, washing the S&P 500 Index (SPX) into the mid-1970s. After the seas calmed on […]

D-I-V-O-R-C-E, Can Spell M-O-N-E-Y

June 27th, 2014|

Part 1 of 3
By Kortney Christensen, CFP®, Senior Vice President, Director of Sales and Marketing

Why, in the middle of marriage season, are we devoting time to the “downer” topic of divorce?

Well, Arthur Ashe once said, “One important key to success is self-confidence. And an important key to self-confidence is preparation.” In the case […]

Spinflation

June 23rd, 2014|

By Pete Biebel, Vice President

After a scary ending in the prior week, the stocks did pretty well last week. The DJIA, the NYSE Composite and the S&P 500 Index (SPX) all ended the week at new record highs. Even the NASDAQ Composite, which suffered large losses through March and into early-April, set a […]

Action!

May 12th, 2014|

By Pete Biebel, Vice President

This movie needs a little spicing up. The last several scenes of “The Stock Market” have been pretty dull, especially compared to some of the shoot-’em-up sessions in the prior few months. I keep expecting a bullet riddled chase scene to break out at any moment. Two weeks […]

Education: Keep the Farm and Plan for Your Child’s Education

May 1st, 2014|

By Kortney Christensen, CFP®, Senior Vice President, Director of Sales and Marketing

A recent article in the Wall Street Journal, reported on a recent New York Fed study showing that overall student debt rose 12 percent to $1.08 trillion in 2013. It also found the amount of household student debt exceeded that of car loans and […]

The Bull Reborn

April 21st, 2014|

By Pete Biebel, Vice President

Coming into last week, the market was in pretty sorry shape. The major averages had tumbled through important support levels. Adding to the concern was the questionable price action in the averages, which had preceded that downdraft: the Dow and the S&P 500 Index (SPX) had recently printed new, […]

Ah, Freedom – From Taxes That Is

April 17th, 2014|

By Theresa Fry, Vice President and Manager, IRA and Retirement Plans

On Monday, April 21, after 111 days into 2014, American taxpayers will have earned enough to pay off their federal, state, and local income tax bill, according to the nonpartisan Tax Foundation. That means going forward you’ll be earning what you’re earning for yourself – […]

Tax Tip Tuesday: It’s Over

April 15th, 2014|

By Kortney Christensen, CFP®, Senior Vice President, Director of Sales and Marketing

Remember to sign and date your form, and be sure to keep an electronic or hard copy. Also, because your records are pulled together, now is the perfect time to make an appointment with your financial advisor to discuss investment strategies for 2014.