Market Commentary | April 15, 2024
Inflation and geopolitics and earnings. Oh, my! It was a rough week for stock markets. “The S&P 500 closed 1.5% lower on Friday, while the
Market Commentary | April 08, 2024
The bull charged from October 2023 through March 2024. Last week, it took a breather. Optimistic may be the best word to describe the first
Do You Need a Family Financial Summit?
A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not
The Value of Financial Advice
There’s growing evidence of the value that financial advisors bring to the table, beyond investment management. This concept, often referred to as “Advisor Alpha,” has
Market Commentary | April 01, 2024
What do dieters have in common with the Federal Reserve? If you’ve ever dieted, you may be familiar with the weight-loss plateau. Many people experience
Market Commentary | March 25, 2024
The central banks have spoken. No one expected the United States Federal Reserve to announce a rate change last week – and it didn’t. But