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MARKET REVIEW: 3Q 2026
Geopolitical tensions and rising interest rates shaped the quarter, but resilient markets, solid economic growth, and strong corporate earnings kept investors focused on fundamentals.
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Gifts That Grow in Value
Holiday gift-giving can be a challenge; what can you give that won’t be regifted, thrown out, returned, or relegated to a drawer or closet? How
What We’re Focused on Post-Election
Markets quickly reacted to potential policy changes, but until those policy specifics are shaped and clarified, we aren’t making broad changes. We’re closely monitoring developments
National Estate Planning Awareness Week: Plan, Protect, Preserve
Why is there such a thing as a National Estate Planning Awareness Week? Estate planning is more important than you might think! If you die
MARKET REVIEW: 3Q 2024
With signs of inflation moderating and a labor market easing, the Federal Reserve lowered rates in September after over a year of maintaining rates at
Gridlock Matters: Investment Implications of Election Outcomes
Over the summer of 2024, the political landscape changed dramatically when President Joe Biden decided to drop his reelection campaign and endorse current Vice President,
Time to Reassess Your 401(k)? Consider the Mega Roth Conversion
Happy 401(k) Day! This day is a great reminder to ensure your retirement savings are on track. While you may have your plan in set-it
