TEAM SPOTLIGHT – David Limoges
Meet David Limoges, Associate Wealth Manager, certified Taekwondo and Kyokushin Karate black belt, and cat uncle of two.
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Meet David Limoges, Associate Wealth Manager, certified Taekwondo and Kyokushin Karate black belt, and cat uncle of two.
2025 was a tumultuous year, but returns across financial markets were surprisingly strong. As we enter 2026, performance expectations across stock and bond markets are
The fourth quarter topped off an impressive year in financial markets with both stocks and bonds moving higher. Such positive results were juxtaposed with what
The holiday season holds a special place in the hearts of many, offering a cherished opportunity to gather with friends and family.
After 15 years of passive dominance, the market setup suggests a shift may be coming.
As we head into the final weeks of 2025, it’s a great time to pause and make sure your financial plan is on track.
In the third quarter, financial markets built on the momentum of the post-Liberation Day recovery. The fear that gripped markets in early Q2 quickly gave
September is National Preparedness Month – a reminder to evaluate you plan and coverages.
Check out our latest Team Spotlight to get to know one of our newest members, Carolyn Wittmann-Todd.
With summer in full swing, our team is working its way through our summer reading list. Check out our recommendations.
