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Market Breadth Broadens in 2026: Mid-Year Outlook
This commentary was prepared for clients on July 2, 2026. The second quarter ended very differently than it began. When we last wrote in April, markets were wrestling...
2024: ANOTHER STRONG YEAR – WHAT’S AHEAD?
Congratulations! Client portfolios generally experienced strong gains with relatively low volatility throughout most of 2024. However, an unusually weak December puts a damper...
Unstoppa-Bull!
The stock market maintained its dynamic upward momentum this past quarter, and many client portfolios benefited—though results vary based on individual investment circumstances....
Navigating Inflation & Volatility: Mid-Year 2024 Market Outlook
You can watch the entire 90-minute event by clicking the play button below or keep reading for the executive summary.This client event focuses on our mid-year financial market...
Looking Forward to the Second Half of 2024
For the third quarter in a row, stock prices moved into all-time high territory! But it was not all smooth sailing as the market started the quarter with a sharp decline, then...
Beyond Salary: Negotiate Your Best Benefits Package
As you embark on your career journey, understanding how to select and negotiate the best benefits package can make all the difference in achieving your professional and personal...
Your 10-Step Guide to Business Ownership
Turning your solopreneur dreams into a reality is exciting business! But where to begin?? We’re here to dust off the guesswork by offering this guide on how to create and start...
A 5-Step Guide to Securing Your Family’s Future
Let's dive into a topic that is arguably one of the most impactful to your loved ones’ and your financial well-being: estate planning. Sure, it's not as exciting as planning a...
Why Income Matters in Your Investment Strategy
Investors often get caught up in the thrill of watching their investments grow in value. It's like riding a wave during a booming market—it feels fantastic. But while we're...
Five Ways to Build Generational Wealth
Generational wealth isn't just about monetary assets; it's about creating a legacy that ensures the financial well-being and peace of mind for your family for years to come. This...
Nurturing Wealth: The Financial Footprint of Parenting
The way we parent—our style of nurturing, disciplining, and guiding—can have a profound impact on how our children perceive and manage money throughout their lives. Growing...
Beyond Index Funds: The Power of Individual Stock Investing
With the increased popularity of index funds and ETF’s, does it still make sense to invest in individual stocks? Funds have certainly made it easier to invest in the stock...
Springing Forward to New All-Time Highs!
The new year is off to a fine start with stock prices continuing to rally and once again reaching new all-time highs. As we suggested in our winter newsletter, broadening...