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Happy New Year!

Dec 29, 2022

From all of us, we wish you and your families all the very best for the Holiday season and the New Year! This has been a fantastic year for us and we wanted to let you know how much we appreciate you placing your trust in us and we look forward to seeing you in the...

Merry Christmas!

Dec 22, 2022

Everyone on our team would like to wish you and your family the best during this wonderful time of year. We hope you have a holiday that fills your heart with joy and you are able to enjoy this holiday season in the company of friends and family! We look forward to...

Determine if Your Financial Plan Is on Track for the New Year

Dec 15, 2022

Are you on your way to achieving your financial goals? The end of the year is a good time to take stock of the previous 12 months and to position yourself for success for the coming year. Watch this video to understand ways your advisor can help.

Preparing For Your Year-End Review:

Dec 8, 2022

Rules and Recommendations for ClientsIt is that time of year again: time for us to schedule your Year-End Portfolio Review. To help you prepare for our meeting, I wanted to pass along some tips by making an analogy to what most people already know well: the annual...

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Latest Market News from Around the Web

Personal Finance

Here's what to expect when Disney reports before the bell
November 14, 2024
Disney reports its fiscal fourth quarter earnings before the bell — here's what to expect.
Amazon Prime Video to stream Diamond regional sports networks
November 13, 2024
The newly rebranded FanDuel Sports Network will be available as an add-on subscription for Prime customers living within the team's designated geographic area.
Rocket Lab stock surges almost 30% to near all-time high after company's Q3 results
November 13, 2024
Rocket Lab jumped in trading after the company reported third-quarter results.
VW's $5.8 billion investment in Rivian isn't guaranteed. Here are the milestones the EV maker needs to hit
November 13, 2024
VW's capital to Rivian isn't guaranteed, and neither is the success of the joint venture. Major automotive tie-ups don't always result in long-term successes.

Investment

Investor overseeing $1 trillion at Nuveen names her No. 1 idea right now
November 13, 2024
Investors looking for opportunities in this elevated market may want to take a look at U.S. small caps, says big investor.
These stocks have the highest positive correlation with bitcoin, including some lesser-known names
November 13, 2024
A handful of stocks most correlated with bitcoin could rise in tandem as the digital currency continues to appreciate.
Investors are pumping money into the Trump trade. Here's how it did last time
November 13, 2024
Traders hope Donald Trump's return to the White House will favor stocks tied to the President-elect's policies. Some observers urge caution.
This fund has outperformed the S&P 500 over the past 5 years. Here's how
November 13, 2024
GQEPX has returned more than 130% to investors over the past five years.

Stock Market

Stocks making the biggest moves after hours: Ibotta, Cisco Systems, CNH Industrial and more
November 13, 2024
These are the stocks posting the largest moves in extended trading.
Stocks making the biggest moves midday: Rivian, Cava, Rocket Lab, Amgen and more
November 13, 2024
These are the stocks posting the largest moves in midday trading.
Stocks making the biggest moves premarket: Cava, Spotify Technologies, Rocket Lab and more
November 13, 2024
These are some of the stocks posting the largest moves in premarket trading.
Stocks making the biggest moves after hours: Spotify Technology, Cava, Rivian Automotive and more
November 12, 2024
These are the stocks posting the largest moves in extended trading.

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