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TEAM SPOTLIGHT – Di Thigpen-Shankles

Many of you may know Di as your incredibly efficient and capable Client Service Associate who makes sure money is transferred when you request it, forms are completed with all the t’s crossed and I’s dotted, and troubleshoots when necessary. We thought you’d enjoy some insights into a different side

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A Persistent Hangover

We enter 2023 reeling from the worst investment conditions in generations which were precipitated by the high cost of three wars: the Russian invasion of

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MARKET REVIEW: 3Q 2022

After staging a significant rally at the beginning of the quarter, stocks rolled over and continued on the downward trajectory that started back in January.

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