Blogs

Weekly Market Update | February 18, 2024

Several upside inflation surprises were significant last week, with consumer prices rising 0.3 pe…

Feb 22nd, 2024 | by Jonathan Gilbert

Help Secure Your Tomorrow: The Strategic Approach to Retirement Contributions

As February unfolds, it’s time to turn our focus toward a crucial aspect of financial planning—re…

Feb 1st, 2024 | by Chad Payne

Navigating Success: Your Year-End Investment Portfolio Review

As we welcome the dawn of a new year, it’s the perfect time to reflect on the past and chart the …

Jan 8th, 2024 | by Daniel Nesmith

Weekly Market Update | December 17, 2023

This week, the S&P 500, Nasdaq, and Dow Jones marked their seventh consecutive week of gains, rea…

Dec 17th, 2023 | by Jonathan Gilbert

Weekly Market Update | December 10, 2023

Explore this week’s market dynamics: the Russell 2000’s notable performance, AI advancements boos…

Dec 10th, 2023 | by Chad Payne

Weekly Market Update | December 4, 2023

Last week, major U.S. equity indexes rose, driven by declining Treasury yields and a bond market …

Dec 4th, 2023 | by Daniel Nesmith

Weekly Market Update | November 15, 2023

Last week, the S&P 500 approached a record streak, but overall market performance was mixed. U.S….

Nov 15th, 2023 | by Chad Payne

Estate Planning Strategies to Help Reduce Estate Taxes

Estate planning is an essential part of your financial goals, especially when significant assets …

Nov 1st, 2023 | by Chad Payne

Weekly Market Update | October 23, 2023

Last week, geopolitical tensions, Federal Reserve comments, and soaring long-term bond yields cre…

Oct 23rd, 2023 | by Jonathan Gilbert

Finding a Financial Advisor Working Under the Fiduciary Standard

Embarking on the journey to find a financial advisor working under the fiduciary standard can see…

Oct 20th, 2023 | by Daniel Nesmith
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