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Market Commentary | August 19th, 2024

Week in Review... Broad equity markets roared higher for the week as investors reacted positive to inflation readings and a stronger-than-expected jobless claims report: The S&P 500 was up 3.93% The Dow Jones Industrial Average increased by 2.94% The Nasdaq...

Market Commentary | August 12th, 2024

Week in Review... Following a volatile week, broad equity markets finished slightly lower for the week, after a weakening jobs payroll report and fears of weakening economic growth continue. The S&P 500 was down 0.04% The Dow Jones Industrial Average declined...

The Importance of a Mid-Year Financial Review

The Importance of a Mid-Year Financial Review It is not just a routine task, but a strategic necessity to align with your goals As we reach the halfway mark of the year, it's a prime opportunity to assess your financial planning goals and review your investment...

Inflation & the Rising Costs of Summer Vacations

As summer approaches, many families start dreaming of sandy beaches, scenic road trips, and exciting adventures in far-off places. However, the rising costs of summer vacations can quickly turn these dreams into financial nightmares.

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