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Seven Mistakes That Can BREAK Your Budget in Retirement

Retirement is a time to enjoy the fruits of your labor, but even savvy investors can stumble into financial pitfalls that could derail their carefully laid plans.

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Expenses Every Retiree Should Be Prepared For

As you approach retirement, the excitement of enjoying newfound freedom comes with the need for…

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Market Update – October 28th, 2024

Markets continued their positive trend last week as retail sales posted better than expected, increasing by 0.4% in September, though real retail sales showed a slight decline annually after adjusting for inflation.

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Navigating Your Retirement Journey: The 7-Step R.E.T.I.R.E. Process

Retirement is a milestone that offers the promise of new adventures and relaxation. However, to…

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Market Update – October 21st, 2024

Markets continued their positive trend last week as retail sales posted better than expected, increasing by 0.4% in September, though real retail sales showed a slight decline annually after adjusting for inflation.

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Market Update – October 14th, 2024

Stocks rallied last week on hopes of a soft landing and a strong start to the Q3 earnings season, with the S&P 500 closing above 5,800 for the first time.

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Market Update – October 7th, 2024

Stocks ended the week slightly lower but still near all-time highs, as the September jobs report surprised markets with stronger-than-expected results. The unemployment rate fell to 4.1% in September and nonfarm payroll gains jumped to 254,000, both better than expectations.

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Market Update – Sept 30th, 2024

During the last full week of September, equites saw gains, as softer-than-expected PCE inflation data signaled continued disinflation. The PCE Index showed annual headline inflation at 2.2% and core inflation at 2.7%, reflecting minimal monthly price increases of just 0.1% for both measures. Meanwhile, personal income and spending grew by 0.2% in August, and the personal savings rate held at 4.8%, indicating a fair balance of income, spending, and saving.

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Market Update – Sept 23rd, 2024

Last week, stocks hit new all-time highs, driven by the Federal Reserve’s jumbo 50 basis point rate cut, the first in over four years, reducing the Federal Funds Rate to 4.75%–5%. Additionally, in the Fed’s quarterly Summary of Economic Projections, the central bank reflected a more aggressive trajectory for future cuts.

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Manager’s Thoughts: The First Rate Cut

Wednesday’s FOMC meeting marked a pivotal moment as the Federal Reserve implemented its first rate cut in four years. This was not just any rate cut; it was a substantial reduction of 50 basis points, exceeding market expectations of a 25 bps cut, which had already been fully priced in.

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