Our Blog
Posts
June 2024 – Market Update
As with every election year, everyone is trying to figure out who has the edge in the Presidential race. Currently,...
Consolidating Your Assets and Taking Control
As financial advisors, we want to be able to help clients reach their important financial goals as best as possible....
Summary of the Market 9-14-23
The Economy: This summer, economic growth was spurred on by travel and leisure spending from consumers. In November...
Financial Family Conversations
Finances can be a tricky topic. Some people are more comfortable discussing money than others. But when it comes to...
Summary of Market Update 03.16.23
March 2023 Market Update Banking Sector The Fed has raised rates at an unusually aggressive pace over the last 12...
Summary of Market Update 1-12-23
2022: The Year Behind It was a dismal and unprecedented year in the stock and bond markets. To put in perspective,...
