Check out Our Resources


Market Update – June 23rd, 2025

Last week, markets were mostly flat as the Federal Reserve held rates steady and released a more cautious set of economic projections, signaling slower growth, higher inflation, and a “higher for longer” rate outlook.

Read More...

U.S & Iran Conflict – Sunday, June 22, 2025

As we assess the events of Saturday, we hold hope that markets will interpret this decisive action as a step toward greater global stability. While geopolitical conflict inevitably brings uncertainty, it can also remove longer-term threats that markets have struggled to price.

Read More...

Market Update – June 21, 2025

As of Saturday, June 21st at 8 p.m. PST, this represents the most current information…

Read More...

Market Update – June 16th, 2025

Financial Markets Stocks declined later in the week as escalating geopolitical tensions between Israel and…

Read More...

Market Update – June 9th, 2025

Markets advanced last week, continuing their recovery from April’s tariff-driven selloff, as a stronger-than-expected May jobs report boosted investor confidence. Economic data painted a mixed picture. Tesla shares slid sharply in the second half of last week based on political tensions.

Read More...

Market Update – June 2nd, 2025

Financial Markets Stocks climbed in the shortened holiday week as signs of easing inflation from the PCE report, positive…

Read More...

What To Consider Doing In A Down Market

When the news is filled with flashing red arrows and doom-laden headlines, it’s easy to…

Read More...

Market Update – May 19th, 2025

Equities rose last week, supported by better-than-expected inflation data and limited signs of tariff-driven price pressures. Inflation remains contained, helping lift market sentiment. However, consumer sentiment weakened further, and economists downgraded growth expectations and raised recession odds.

Read More...

Market Update – April 21st, 2025

Markets moved lower last week as earnings season picked up and tariff concerns lingered. March retail sales came in stronger than expected, though uncertainty remains around the sustainability of consumer demand.

Read More...

Market Update – April 14th, 2025

Markets rebounded sharply last week as President Trump’s surprise rollback of most new tariffs and cooler-than-expected inflation data helped ease investor concerns.

Read More...

Subscribe To Our Newsletter

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Ready to Take The Next Step?

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 425.821.9442.