Jan 1, 2022 Investment Market Commentary 4TH QUARTER 2021 SUMMARY Following a decline late in the third quarter, the major U.S. stock indexes rallied into year-end. The S&P 500 led the way followed by the Nasdaq Composite and the Dow Jones Industrial Average... Read More
Oct 1, 2021 Investment Market Commentary 3RD QUARTER 2021 SUMMARY The stock market continued to trend higher until early September when it reversed course and corrected a few percent by month end... Read More
Jul 30, 2021 Investment Insights Something New Understanding Inflation in 2021: What Investors Need to Know Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments. Read More
Jul 13, 2021 Investment Retirement Funding Insights 2021 Is Halfway Over: How to Conduct a Mid-Year Financial Checkup Here are six things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021. Read More
Jul 1, 2021 Investment Market Commentary 2ND QUARTER 2021 SUMMARY The stock market continued to trend higher in the second quarter of 2021. The Dow, S&P 500, and Nasdaq all closed the quarter at or near all-time highs with the technology driven Nasdaq composite leading the three indices. Read More
Jun 21, 2021 Investment Insights If You're Looking to Diversify, Is Real Estate a Good Investment? Explore the pros and cons of real estate investing to help determine whether this type of investment may work with your financial goals. Read More