Wealth Services
Weekly Market Update
Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.
July 15, 2024
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Wealth Services
Paying Off Debt? Start Here
Part of prudently managing debt is making sure you have a plan to repay what you borrow. Of course, any plan starts with a solid grasp of your budget and a full emergency fund! While it may seem counterproductive to begin with saving before paying down debt, let’s discuss why these two planks make the best foundation.
July 11, 2024
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Monthly Market and Economic Update - June 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
July 9, 2024
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Weekly Market Update
Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data.
July 8, 2024
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Major Life Event? It May Be Time for a Financial Review
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values, and needs. When these situations come up, it’s always a good idea to conduct a financial review. Evaluate your current situation, habits, and any additional needs to account for so you can be prepared.
July 1, 2024
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Weekly Market Update
Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data.
July 1, 2024
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Weekly Market Update
Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news.
June 24, 2024
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It’s Time For A Mid-Year Check-In
The year is still young! Even if your review reveals a diversion from your goals, there is still time to modify and put things back on track. Identify the areas that require a bit of extra attention and make needed changes to improve them by the end of the year.
June 20, 2024
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Weekly Market Update
Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news.
June 17, 2024
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