Oct 11, 2024 | Newsletters
The stock market maintained its dynamic upward momentum this past quarter, and so did your portfolio. Stock prices continued to power higher, despite concerns over ongoing global conflicts, annoying election-year rhetoric, and uneven economic growth. This resilience...
Aug 7, 2024 | Market Commentary
You can watch the entire 90-minute event by clicking the play button below or keep reading for the executive summary. This client event focuses on our mid-year financial market outlook. Our intention is to keep you informed and answer any questions that you may have....
Jul 11, 2024 | Newsletters
For the third quarter in a row, stock prices moved into all-time high territory! But it was not all smooth sailing as the market started the quarter with a sharp decline, then recovered and finished near highs. The choppy price action was not a surprise. As suggested...
Apr 2, 2024 | Newsletters
The new year is off to a fine start with stock prices continuing to rally and once again reaching new all-time highs. As we suggested in our winter newsletter, broadening participation within the stock market would be a welcome sign. Indeed, our wish came true this...
Apr 1, 2024 | Financial Planning
Tax season can be an interesting time for investors, but it doesn’t have to be a daunting one. Whether you are an experienced investor, a solopreneur, a family, or individual looking for financial efficiencies, there are ways to keep more of your hard-earned...
