Welcome to 2025!

This holiday season brought moments of joy and reflection, including reconnecting with cherished family traditions—like finding that…….
Looking Back, Moving Forward

As we close out 2024, it’s a time for both reflection and preparation. This year brought economic shifts,………
A Season of Gratitude

As November comes to an end, we’re reminded of the importance of gratitude. This year, we’ve faced market fluctuations………
Health Fuels Your Financial Future

Our health and financial well-being are connected. According to the Employee Benefit Research Institute (EBRI)………
Graduation Is In The Air

This time of year is always inspiring. Graduation marks the culmination of years of hard work and new beginnings.
Don’t Look Up?

Wrapping up the first quarter, it’s clear that stocks had an impressive run. The S&P 500 index benefited from a resilient U.S…
Here’s to New Beginnings

Almost four years ago to the day, we reached the bottom of the COVID-fueled bear market. During the bear market, we witnessed the market drop by almost 34% over a month (2/20/2020 – 3/23/2020). Over the last four years, we’ve been through a lot. Two bear markets (-33.79%, -24.49%), 122 new all-time highs, over 58% […]
Let The Good Times Roll…?

In January the S&P 500 rose by 3.8% to finish just under 5,000! Don’t be fooled, this is only the first round.
Happy New Year!

I know, I know, we are all over the hoopla about the beginning of a New Year and ready to just get on with the year. However, there is a cause for celebration after last year’s market was one for the record books.