by admin | Jan 23, 2025 | Our Insights, Quarterly Announcements
So, You Wanted Some Action – 4th Quarter Commentary 2024 For a fourth quarter chock full of holidays, the stock market was a very lively place. October was a relatively slow month, but all the buzz and excitement of the post-election results inspired positive returns...
by admin | Nov 4, 2024 | Our Insights, Quarterly Announcements
Third Quarter of 2024 Commentary: Thank You, Federal Reserve! As you might imagine, bonds, utilities, and some REITS put in solid performances, thanks very much to the fight against inflation by the Fed. The rate cut of 50 basis points showed that the Federal Reserve...
by admin | Jan 25, 2022 | Our Insights
5 Ways Financial Planning Can Help Most of us are aware of the importance of saving money. People tend to fall into two camps when it comes to actually doing it: non-planners and planners. Non-planners save when they can, perhaps putting a small amount into a...
by admin | Dec 15, 2021 | Our Insights
Inflation and the impact on financial planning If you have been following the nightly news lately, chances are you have heard experts and economists discussing the economy’s inflation rate. While the headlines usually focus on higher prices at the gas pump and in the...
by tbeil | Nov 8, 2021 | Our Insights
Succession Planning for Business Owners When it comes to managing the day-to-day operations of running a business, it can be all-consuming. However, it is vital that small business owners take the time needed to assess their organization’s future and in particular...
by admin | Oct 29, 2021 | Our Insights
Financial Planning For Divorced Women For men, there can be a certain amount of fear attached to the experience of going through a divorce. Not only does it take an emotional toll on you, but with the division of assets and the responsibility of alimony and child...
Recent Comments