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Practical Insights from the Spectrum Team

The easiest way to get objective, expert perspectives on today’s most pressing financial topics.

DOWNLOAD THE LATEST PERSPECTIVE, OUR COLLECTION OF THE QUARTER’S TOP ARTICLES AND MARKET INSIGHTS.

Volume 5 | Spring 2024

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Volume 4 | Summer 2023

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Volume 3 | Summer 2022

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Volume 2 | Spring 2022

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Volume 1 | Fall 2021

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Members of the Spectrum team are often called upon by major media outlets to contribute their insight and expertise.

Explore recent articles and interviews here.

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Spectrum In The News

Understanding the nuances of Social Security benefits is essential for effective retirement planning. In this article, Leslie Thompson, CIO and co-founder, breaks down common misconceptions about spousal and survivor benefits, highlighting key strategies to help retirees and those nearing retirement make informed financial decisions.

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Quarterly Review Webinars

SWM Quarterly Update | Q3 2024

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Tax Planning

Navigating Tax Reporting for I Bonds: Avoid the Tax Trap

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Spectrum In The News

Spectrum Announces the Hiring of Daniel Meiklejohn, JD, CPA, CFP®, CExP™

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Timely Financial News

Lessons From Past Economic Downturns

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Investing Weekly Market Insights

Weekly Market Insights: November 18, 2024 – Rally Loses Steam; Fed Weighs Move

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Quarterly Review Webinars

SWM Quarterly Update | Q3 2024 Review and Q4 2024 Outlook

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Investing Weekly Market Insights

Weekly Market Insights: November 11, 2024 – Stocks Surge Post-Election; Fed Cuts Quarter Point

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Investing Weekly Market Insights

Weekly Market Insights: November 4, 2024 – Stocks Retreat on Jobs and Election Concerns

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Investing Weekly Market Insights

Weekly Market Insights: October 28, 2024 – Stocks Mixed Ahead of Election

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Investing Weekly Market Insights

Weekly Market Insights: October 21, 2024 – Sixth Week of Gains on Wall Street

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