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Welcome to our blog, your go-to resource for navigating the complex landscape of personal finance with confidence and clarity. We hope to empower you with knowledge, insights and helpful strategies to achieve your financial goals. Some of our more popular blog features include a Weekly Stock Market Recap, Monthly Client Letters and other timely articles.

What Happened Last Week:

Every Monday we provide a weekly recap including market moving headlines and performance charts while highlighting upcoming events to watch. This series is also posted to our Facebook page.

Monthly Client Letter:

In an email to our clients we provide a broad view update for the month that was, including proactive ideas aimed at preparing your investment portfolio for what may lie ahead. A version of this letter is also uploaded to our blogs page.

Stay tuned for our upcoming posts and don't hesitate to reach out if you have any questions or topics you'd like us to cover.

 

Monday, May 18, 2026

Markets ended the week on a mixed note as hotter-than-expected inflation reports overshadowed strength in semiconductor stocks.

 

Monday, May 11, 2026

Markets moved higher last week as renewed peace negotiations boosted sentiment, while stronger-than-anticipated economic data and solid first-quarter earnings results added to investor optimism.

 

Wednesday, May 6, 2026

AI-driven growth continues, but volatility remains part of the picture.

 

Tuesday, May 5, 2026

April Market Update: LPL Shifts Modestly Toward Equities

 

Monday, May 4, 2026

Stocks pushed higher last week as investors tuned out Middle East peace delays and honed in on corporate earnings.

 

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Monday, April 27, 2026

Markets ended the week mixed as investors weighed evolving ceasefire conditions and the broader implications of the Middle East conflict.

 

Monday, April 20, 2026

Stocks rallied last week as investor sentiment improved, with markets responding to signs of easing geopolitical tensions in the Middle East and growing optimism around global trade activity.

 

Tuesday, April 14, 2026

Geopolitical tensions continue to weigh on sentiment, but history suggests markets are often more resilient than headlines imply. In this month’s letter, we review past periods of conflict and current market fundamentals.

 

Monday, April 13, 2026

Confidence overtook caution last week, with investors eyeing a durable ceasefire and improving prospects for the Strait of Hormuz to reopen.

 

Monday, April 6, 2026

Stocks climbed during the shortened trading week as renewed optimism over a swift resolution to the Middle East conflict grew, while March job gains came in stronger than expected.

 

Monday, March 30, 2026

Stocks closed a difficult week on a down note as investors moved their focus away from ceasefire developments and toward worries about the long-term economic effects of an extended conflict.

 

Monday, March 23, 2026

Markets had another rough week as news out of the Middle East and shifting remarks from leaders kept things moving all over the place.

 

Tuesday, March 17, 2026

Stocks logged a third-straight down week as investors digested the latest news out of the Middle East, navigated more volatility, and mulled the latest economic data.

 

Monday, March 9, 2026

Markets declined last week as investors weighed the impact of a new Middle East conflict and evaluated mixed signals from the labor market.

 

Monday, March 2, 2026

The broad market declined last week as investors reacted to worries over artificial intelligence (AI) developments and stronger-than-anticipated wholesale inflation data.

 

Monday, February 23, 2026

Tech Gains Outshine Economic and Global Worries, Sending Stocks Higher After Bumpy Four-Day Run

 

Tuesday, February 17, 2026

Kevin Warsh’s Fed: AI Productivity, Rate Cuts, and What It Means for Stocks in 2026

 

Monday, February 9, 2026

Markets were saved last week by rallies on Monday and Friday, offsetting most losses in between as investors digested earnings.

 

Monday, February 2, 2026

Equities finished the week mixed as investors weighed Q4 earnings, an anticipated Fed decision, and several key economic data releases.

 

Monday, January 26, 2026

Markets ended a short, eventful week slightly lower, but improving economic news helped lift sentiment.

 

Monday, January 19, 2026

Wall street ends volatile week with mild losses.

 

Monday, January 12, 2026

Stocks rose sharply in a busy week marked by major economic data, geopolitical headlines, and bullish early-year sentiment.

 

Monday, January 5, 2026

Stocks moved lower last week, pressured by year-end profit-taking and a cautious reaction to the Fed meeting minutes.

 

Monday, December 29, 2025

U.S. Stocks Rise on Positive Economic Indicators, Overcoming Weak Consumer Sentiment

 

Monday, December 22, 2025

Markets Finish Higher After Inflation Data Offsets Labor-Market Jitters

 

Thursday, December 18, 2025

Stocks show resilience with a strong November rebound.

 

Monday, December 15, 2025

Stocks ended last week mixed. A widely anticipated Federal Reserve decision on interest rates and a rotation into non-tech areas helped push the Dow higher, while the broader market and technology stocks lagged behind.

 

Monday, December 8, 2025

Stocks advanced over the past week, hitting a string of new records as markets digested key jobs and inflation reports before the Fed’s next policy decision.

 

Monday, December 1, 2025

Stocks pushed higher over the holiday week as investors' hopes for a Fed rate adjustment drove bullish sentiment.

 

Monday, November 24, 2025

Rising volatility dominated Wall Street last week amid ongoing scrutiny of AI stock valuations.

 

Monday, November 17, 2025

Markets finished the week mixed despite the government shutdown coming to a close, as investor worry focused on pricey megacap tech stocks and interest rate uncertainty.

 

Tuesday, November 11, 2025

Positive momentum builds as we approach the end of 2025.

 

Monday, November 10, 2025

Recent labor market data, low consumer sentiment, and the ongoing government shutdown discouraged investors last week.

 

Monday, November 3, 2025

Despite some cautious comments from the Fed, stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally.

 

Monday, October 27, 2025

Stocks rose last week thanks to upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China.

 

Monday, October 13, 2025

After an unsteady rally to record highs over the first half of last week, markets fell sharply amid tariff concerns and trade with China.

 

Monday, October 6, 2025

Undeterred by the government shutdown news, stocks rose last week showing that the markets are apparently discounting any impact it may have on the economy.

 

Wednesday, October 1, 2025

Stock Market Fundamentals Outweigh Shutdown Drama

 

Monday, September 29, 2025

Stock price valuations and a possible government shutdown were just a couple of the reasons that we saw markets retreat last week.

 

Monday, September 22, 2025

Markets turned green last week while the Fed announced their decision to cut short-term interest rates.

 

Monday, September 15, 2025

Stocks posted strong gains last week, in spite of a downward revision to jobs data and mixed inflation reports.

 

Thursday, September 11, 2025

Say Good-Bye to Summer and Hello to the Historically Weak September

 

Monday, September 8, 2025

Stocks mostly made gains last week, even as concerns grew as a result of particular economic reporting.

 

Tuesday, September 2, 2025

Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend.

 

Monday, August 25, 2025

Investors were saved last week by a Friday rally sparked by Federal Reserve Chair Jerome Powell, who opened the door to adjusting short-term interest rates.

 

Monday, August 18, 2025

Stocks rose last week despite mixed signals on inflation as investors kept one eye on the Fed’s September meeting.

 

Tuesday, August 12, 2025

Markets remain resilient amid economic crosscurrent

 

Monday, August 11, 2025

Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of new tariffs.

 

Monday, August 4, 2025

Stocks fell last week as investors were left to digest progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy.

 

Monday, July 28, 2025

A new trade agreement and encouraging Q2 results from several companies promoted investor optimism, pushing market averages to solid gains.

 

Monday, July 21, 2025

Tariff talk, upbeat quarterly corporate reports and plenty of economic updates led to mixed market results.

 

Monday, July 14, 2025

Stocks ended the week slightly lower while the U.S. announced new tariffs.

 

Tuesday, July 8, 2025

Halfway through 2025, what a short strange trip its been.

 

Monday, July 7, 2025

Trade developments and continued momentum pushed all three major averages to modest gains again during the shortened holiday trading week.

 

Monday, June 30, 2025

Investors’ hopes for a lasting Middle East ceasefire and positive economic data set the stage for a broad-based stock market rally.

 

Monday, June 23, 2025

Stocks were mixed during the shortened trading week as uncertainty over conflict in the Middle East and a Fed rate decision weighed on investors.

 

Monday, June 16, 2025

Stocks fell last week as the interconnection between geopolitical events and financial markets were highlighted.

 

Monday, June 9, 2025

Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.

 

Thursday, June 5, 2025

Markets display resilience amid present and looming uncertainties.

 

Monday, June 2, 2025

Stocks advanced over the short trading week, resulting in a strong close to month of May. The S&P 500 and Nasdaq Composite saw their best results for a trading month since November 2023.

 

Monday, May 19, 2025

Stocks picked up steam last week, following upbeat trade news and tame inflation reports.

 

Monday, May 12, 2025

Market Resilience Amid Uncertainty

 

Monday, May 12, 2025

Despite ongoing trade concerns, volatility dropped last week after the Federal Reserve's update on short-term rates.

 

Monday, May 5, 2025

We saw a mostly positive market reaction last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report.

 

Monday, April 28, 2025

Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks.

 

Monday, April 21, 2025

U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in.

 

Monday, April 14, 2025

Stocks ended the week well into the green as traders continued to focus on tariff talks along with some upbeat news on inflation.

 

Monday, April 7, 2025

Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs.

 

Friday, April 4, 2025

Tariffs and weakening economic data created more uncertainty, sending markets lower in March.

 

Monday, March 24, 2025

Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak.

 

Monday, March 17, 2025

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. 

 

Tuesday, March 11, 2025

After a robust recovery from the pandemic, followed by a period of surprisingly solid and steady growth on the back of resilient consumer spending, the economy finally seems poised to downshift to its pre-pandemic trend nearing 2% growth.

 

Monday, March 10, 2025

Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation.

 

Monday, March 3, 2025

Stocks were mostly down last week as investor concerns over inflation and trade policy combined to produce another volatile trading week.

 

Monday, February 24, 2025

Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors.

 

Monday, February 17, 2025

Stocks advanced last week despite some volatility.

 

Tuesday, February 11, 2025

February brings two major market-moving stories to digest. They revolve around A.I. and Tariffs.

 

Monday, February 3, 2025

An unsettling AI update, updates out of the White House and Q4 corporate reports brought on some volatility last week as investors attempted to digest market-moving news nearly every trading day.

 

Tuesday, January 28, 2025

A Chinese AI firm appears to have developed a competitive AI model that performs as well as its Western counterparts at a fraction of the cost. The news put pressure on AI stocks, which have led the stock market for the past few years.

 

Monday, January 27, 2025

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports while markets seemed to welcome new developments out of Washington, D.C.

 

Monday, January 20, 2025

Upbeat Q4 corporate reports and economic news stalled inflationary fears resulting in a fruitful week for investors. 

 

Monday, January 13, 2025

Stocks fell for the second consecutive week as a round of fresh economic data brought on the return of inflationary fears among investors.

 

Wednesday, January 8, 2025

Another Strong Year for Stocks

 

Monday, January 6, 2025

Stocks finished lower last week despite a powerful end-of-week rally.

 

Monday, December 30, 2024

Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was nearly erased in the second half as investors seemingly took profits following the market holiday.

 

Monday, December 23, 2024

The Federal Reserve decided to cut the fed funds rate by 0.25% but it was Fed Chair Powell's comments that seemed to unsettle investors, putting pressure on the market.

 

Monday, December 16, 2024

Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.

 

Thursday, December 5, 2024

A November to Remember

 

Monday, December 2, 2024

Stocks posted solid gains over a short sessioned holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies.

 

Monday, November 25, 2024

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates.

 

Monday, November 18, 2024

Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials.

 

Thursday, November 14, 2024

The Medicare Part B premium and deductible will increase in 2025. Beginning next year, the new standard Medicare Part B premium will be $185 with a new annual deductible amount of $257.

 

Monday, November 11, 2024

Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election results lending some market clarity for investors.

 

Friday, November 8, 2024

As was expected, the Federal Open Market Committee (FOMC) announced their unanimous decision to cut the target range for the federal funds rate by 0.25%.

 

Wednesday, November 6, 2024

Looking ahead post Election 2024

 

Monday, November 4, 2024

Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors.

 

Thursday, October 31, 2024

Social Security plays an important role in retirement. According to the Social Security Administration, Social Security beneficiaries will see a 2.5% increase to their benefit payments in 2025.

 

Monday, October 28, 2024

Stocks were mixed last week as fresh economic data points and election-related uncertainty stunted market momentum.

 

Monday, October 21, 2024

Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon.

 

Monday, October 14, 2024

Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East.

 

Tuesday, October 8, 2024

Client Letter | Beyond the Federal Reserve Rate Cuts | October 2024

 

Monday, October 7, 2024

Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week.

 

Monday, September 23, 2024

Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation.

 

Monday, September 16, 2024

Stocks rallied last week as investors received better-than-expected consumer and producer inflation data.

 

Tuesday, September 10, 2024

September 2024 Client Letter | The U.S. Economy and Financial Markets: Passing the Tests

 

Monday, September 9, 2024

Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates.

 

Thursday, September 5, 2024

The ADP Payroll Report for August was released today. This is what we learned.

 

Tuesday, September 3, 2024

There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week.

 

Monday, August 26, 2024

Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows.

 

Monday, August 19, 2024

Stocks posted solid gains last week, lifted by strong economic data and constructive comments from Fed officials.

 

Monday, August 12, 2024

Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then seemingly dismiss the slow-down talk as speculation.

 

Wednesday, August 7, 2024

Keeping a longer term view during brief market volatility.

 

Monday, August 5, 2024

Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker economic data.

 

Monday, July 29, 2024

Stocks had a back and forth week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names.

 

Monday, July 15, 2024

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.

 

Wednesday, July 10, 2024

Solid Gains to End the First Half of 2024

 

Monday, July 8, 2024

Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data.

 

Monday, July 1, 2024

Mixed Economic Data, Mixed Markets and Mixed Messages From Fed Chair

 

Monday, June 24, 2024

Stocks Creep Higher Over Shortened Trading Week

 

Thursday, June 20, 2024

Just a few months ago, the Fed seemed prepared to cut rates three times in 2024. However, an uptick in inflation in Q1 forced them to revise their outlook. After the June meeting, Fed officials now anticipate cutting rates once.

 

Monday, June 17, 2024

Market Enjoys Gains, Reacting to Major Report

 

Monday, June 10, 2024

Stocks Benefit From Solid Fundamental Foundation

 

Monday, June 10, 2024

Solid Week Despite Mixed Reports

 

Monday, June 3, 2024

#Stocks Sag on Downbeat #Economic Indicators

 

Monday, May 27, 2024

Big Week for #Tech Stocks

 

Monday, May 20, 2024

#Dow Closes Above #40,000 as Investors Anticipate #Fed Rate Change

 

Wednesday, May 15, 2024

Unpacking April's Consumer Price Index Report

 

Monday, May 13, 2024

Stocks rise as financial markets anticipate a potential rate cut.

 

Monday, May 6, 2024

Upbeat earnings and a dovish Fed have the markets seeing green.

 

Thursday, May 2, 2024

After robust stock market returns over the last two quarters, the first month of 2024's Q2 reminded investors to remain conscious of "flying too close to the sun".

 

Monday, April 29, 2024

Despite Turbulent Week, Stocks Stage Comeback.

 

Monday, April 22, 2024

The bad news seemed to outweigh the good news as stocks fell for the third straight week.

 

Monday, April 15, 2024

Inflation uncertainty and fears of an escalating Middle East conflict send stocks lower.

 

Sunday, April 7, 2024

What Happened Last Week

 

Sunday, April 7, 2024

After a strong Q4 in 2023, the song remained the same for 2024's Q1. With stocks having done so well, some investors may hold more equities than they realize. Shifting some stocks into bonds or alternative investments could make sense.

 

Wednesday, April 3, 2024

Some reasons why we like the energy sector right now..

 

Monday, April 1, 2024

What Happened Last Week

 

Tuesday, March 26, 2024

A worker can choose to retire and begin receiving Social Security benefits as early as age 62, but doing so may result in a reduction of as much as 30 percent.

 

Monday, March 25, 2024

What Happened Last Week

 

Monday, March 18, 2024

What Happened Last Week

 

Monday, March 11, 2024

What Happened Last Week

 

Wednesday, March 6, 2024

Many stocks continued their upward trend in February. Some near term market volatility should be expected.

 

Monday, March 4, 2024

What Happened Last Week

 

Monday, February 26, 2024

What Happened Last Week

 

Monday, February 19, 2024

What Happened Last Week

 

Monday, February 12, 2024

What Happened Last Week

 

Thursday, February 8, 2024

Super Bowl LVIII, reviewing the stats that make up this year's championship game.

 

Wednesday, February 7, 2024

Solid Start to 2024

 

Monday, February 5, 2024

What Happened Last Week

 

Monday, January 29, 2024

What Happened Last Week

 

Monday, January 22, 2024

What Happened Last Week

 

Monday, January 15, 2024

What Happened Last Week

 

Monday, January 8, 2024

What Happened Last Week

 

Wednesday, January 3, 2024

Reflecting On 2023 And Looking Ahead To 2024

 

Monday, January 1, 2024

What Happened Last Week

 

Wednesday, December 27, 2023

What Happened Last Week

 

Monday, December 18, 2023

What Happened Last Week

 

Monday, December 11, 2023

What Happened Last Week

 

Wednesday, December 6, 2023

A November to Remember

 

Monday, December 4, 2023

What Happened Last Week

 

Monday, November 27, 2023

What Happened Last Week

 

Monday, November 20, 2023

What Happened Last Week : - Stock prices continue to rise - Results from two inflation reports and more..

 

Tuesday, November 14, 2023

The Internal Revenue Service (IRS) recently announced upcoming changes to more than 60 provisions of the tax code for 2024. In this article, we've highlighted a few of the most critical tax bracket and retirement contribution limit changes.

 

Monday, November 13, 2023

What Happened Last Week : - Strong close for stocks - A treasury bond auction - Comments from Fed Chair Powell and more..

 

Monday, November 6, 2023

Glass Half Full

 

Monday, November 6, 2023

What Happened Last Week : - Equities rebound - A Fed funds rate decision - Lighter than expected employment report and more..

 

Monday, October 30, 2023

What Happened Last Week : - Stocks continued decline - Stronger than expected economic reports and more..

 

Wednesday, October 25, 2023

The Social Security Administration recently announced that many Social Security recipients will receive an increase in their benefits for 2024.

 

Monday, October 23, 2023

What Happened Last Week : - Stocks mostly down - Housing starts rebounded - Mortgage rates reach 8% and more..

 

Monday, October 16, 2023

What Happened Last Week : Markets show surprising resilience in light of middle east hostilities, Inflation numbers come in higher than expected, and more..

 

Monday, October 9, 2023

September Market Recap

 

Monday, October 9, 2023

What Happened Last Week : A green Friday in the stock market, Treasury yields reach highest levels since 2007, Important jobs numbers, and more...

 

Monday, October 2, 2023

What Happened Last Week : Stocks continued to decline, Bond yields jump, Government shutdown avoided, and more..

 

Thursday, September 28, 2023

We're excited to introduce Account View 2.0 for our clients! Use the Investor Resources link below to learn more.

 

Monday, September 25, 2023

What Happened Last Week : Equities declined sharply, September's Fed funds rate decision, A spike in the 10 year treasury yield, and more..

 

Monday, September 18, 2023

What Happened Last Week : Equities clawed back after a sluggish start to the week, Gas prices surged, A labor strike in the auto industry, and more..

 

Monday, September 11, 2023

What Happened Last Week : Stocks declined, A surprise production announcement that sent oil prices higher, Another potential interest rate hike and more..

 

Tuesday, September 5, 2023

September 5, 2023 Weekly Market Update : The broader equity markets are off to a strong September start, Bond yields fall, Hiring in the private sector slows, and more..

 

Friday, September 1, 2023

With September being life insurance awareness month, we wanted to provide a quick read about.. You guessed it! Life Insurance

 

Monday, August 28, 2023

August 28 2023 Weekly Market Update : S&P 500 and Nasdaq finished well into the green, The DJIA dipped, Powell hints at future rate hikes and more..

 

Monday, August 21, 2023

August 21, 2023 Weekly Market Update : The DJIA, S&P 500 and Nasdaq All Declined More than 2%, Treasury Yields Reached the Highest Levels Since Last October, Retail Sales Jump, and more..

 

Monday, August 14, 2023

August 14, 2023 Weekly Market Update : DJIA Rose While the S&P 500 and Nasdaq Declined, Encouraging Numbers from Core CPI, and more..

 

Monday, August 7, 2023

August 7, 2023 Weekly Market Update : Federal Debt Rating Gets A Downgrade, S&P 500 And Nasdaq Finish Well Into The Red, and more..

 

Monday, July 31, 2023

July 31, 2023 Weekly Market Update : Equities Mostly Up, Another Interest Rate Increase, and more..

 

Monday, July 24, 2023

July 24, 2023 Weekly Market Update : DJIA Increased 2.08%, The S&P 500 Also Rose, While The Nasdaq Slighlty Dipped, Housing Hits a Bump, and more..

 

Tuesday, July 18, 2023

Some takeaways from the June Consumer Price Index (CPI) report to help put inflation in a better perspective.

 

Monday, July 17, 2023

July 17, 2023 Weekly Market Update

 

Monday, July 10, 2023

July 10, 2023 Weekly Market Update

 

Monday, July 3, 2023

July 3, 2023 Weekly Market Update

 

Monday, June 26, 2023

June 26, 2023 Weekly Market Update

 

Tuesday, June 20, 2023

June 20 , 2023 Weekly Market Update

 

Monday, June 12, 2023

June 12 2023 Weekly Market Update

 

Monday, June 5, 2023

June 5, 2023 weekly market update

 

Monday, May 29, 2023

Memorial Day 2023 weekly market update

 

Friday, May 26, 2023

Wishing you a meaningful Memorial Day

 

Monday, May 22, 2023

May 22, 2023 weekly market update

 

Monday, May 15, 2023

May 15, 2023 weekly market update

 

Monday, May 1, 2023

May 1, 2023 weekly market update.

 

Monday, April 24, 2023

April 24, 2023 weekly market commentary.

 

Thursday, April 6, 2023

Life insurance can be confusing. In this blog we've chosen to shed some light on a few of the different types of coverage options available in the marketplace and what you may want to consider when choosing a policy.

 

Thursday, September 15, 2022

We've highlighted a few important details regarding Student Loan Debt Forgiveness.

 

Friday, August 12, 2022

Happy National "Make a Will" Month! Call us or stop by to celebrate if there is anything that we can do for you, or someone that you care about.

 

Tuesday, August 2, 2022

Whether our economy enters into a recession or not, it remains important that we understand our unique investment goals and individual tolerance for risk. Communication is also important and we look forward to chatting with you soon.

 

Thursday, July 14, 2022

The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...