July 16, 2025
What the new tax bill means to your wallet
This is an important update following the signing of the One Big Beautiful Bill Act (OBBBA)
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July 8, 2025
2nd Qtr 2025 Market Update
If the second quarter had a soundtrack, it’d be part suspense thriller, part comeback anthem
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January 8, 2025
4th Qtr 2024 Market Update
Happy New Year! - 2024 was a wild ride - Take a look at our comprehensive market for last year.
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October 8, 2024
Podcast - 3rd Qtr 2024 Market Update
Listen to our short and entertaining Podcast highlighting the 3rd Quarter Market Update.
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October 8, 2024
3rd Qtr 2024 Market Update
The markets were up - among the market sectors, only energy failed to close the quarter higher.
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July 4, 2024
2nd Qtr 2024 Market Update
Traders will look to the third quarter for more stability and steady gains in the market.
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April 19, 2024
Market Update 2024 Zoom Call
Markets are a fickle beast… however, there are a lot of positive indicators to consider in today’s market.
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April 5, 2024
1st Quarter 2024 Market Update
It’s far too soon, if ever, to change course based on what may or may not happen during an election year.
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January 22, 2024
2024 Economic Outlook Discussion
Check out this blog for details on what experts in the investment industry think of 2024.
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