Timely Market Update – April 2025
As you are aware, we are huge proponents of initiating a financial plan and sticking with it. It’s not unusual, however, for an investor to
April 8, 2025
Quarterly Market Review – Q1 2025
In the first quarter of 2025, diversification helped investors mitigate risks and seize opportunities amid market volatility.
April 2, 2025
Quarterly Market Review – Q4 2024
The S&P 500 climbed 25% for the year, fueled by a strong economy and an AI-driven rally in big-tech stocks.
January 2, 2025
The Heart of Our Holiday Traditions
Christmas is celebrated all over the world in many unique ways. We would like to share a little more about us and how we celebrate.
December 11, 2024
Quarterly Market Review – Q3 2024
US stocks reach record highs despite a spike in volatility not seen since the COVID pandemic during the quarter.
October 8, 2024
Quarterly Market Review – Q2 2024
The Artificial Intelligence (AI) boom drove global equities higher for the first half of 2024 while bonds struggled.
July 23, 2024
Quarterly Market Review – Q1 2024
Stocks reached new highs led by economic resilience and corporate profits, while bonds experienced a modest downturn as interest rates rose.
April 19, 2024
Checklist for Newlyweds
Check out this list of critical financial conversations your should have before saying “I do.”
February 9, 2024
2024—A Look Ahead
2023 is behind us… so what will 2024 look like? According to John Kenan, there may be more questions than answers!
January 16, 2024
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