Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too.
If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
Weekly Market Commentary |January 13, 2025
January 13, 2025 No Comments
The Markets Bond yields are rising—and they have investors’ attention. Last year, the United States Federal Reserve (Fed) lowered the federal funds rate by one
Past Events
Josh and Jeremy joined others and braved the cold for Winter Bike to Work (or Wherever) Day on February 14, 2025.
A heartfelt thank you to everyone who joined us for our Valentine’s Stamping Event! Together, we restamped almost 10,000 valentines that will travel all over the world. It was a wonderful time, and we can’t wait for the next adventure together!
Thank you to everyone who joined us at the Elizabeth Hotel’s Walnut Ballroom for our 2025 Forecast Event! We appreciate your time and engagement as Josh and Jeremy provided a thoughtful recap of 2024 and shared their insights on what’s ahead for 2025. We look forward to navigating the year together and staying connected as it all unfolds!
A huge thank you to everyone who joined us for our Client Appreciation Casino Night! We had an evening filled with fun, excitement, and plenty of laughter. Your trust and support mean the world to us, and we are grateful to have you in our lives.
Watch the replay of our Half-Time 2024 Webinar, where Josh Nelson CFP® and Jeremy Busch CFP® delve into the latest trends and insights shaping the stock market. As they navigate the complexities of the current financial landscape, they discuss how market behavior may affect the rest of 2024.
Our Keystone ladies, valued clients and friends joined hands in a remarkable collaboration for the Habitat for Humanity Women’s Build initiative for 2024. Through this empowering partnership, we collectively worked towards constructing safe and affordable homes for deserving local families in need. Together, our team of passionate women harnessed their skills, compassion, and determination to make a lasting impact in our community to help create a brighter future for all. Thank you, ladies, for all your help and hard work
