Market Commentary & Blogs

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

The market was up 8+% in July. Many feel inflation has peaked and for Investors this is a reminder… “Recession” is not always

Helping your clients with the year-round effort to maintain your tax strategy.

Bear markets offer an opportunity for future returns. Investor top concerns have been shifting from inflation to recession. This is good, as long as

How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.

Higher energy and food prices bumped inflation higher again in June. We still expect that the Fed will hike interest rates by another