News and Commentary
Video Library
Q2 2026 Quarterly Update
Q1 2026 had everything—rallies, reversals, and a few surprises.
Q1 2026 Quarterly Update
We recap another great year for the markets and turn the page to 2026 - a milestone year for our team!
Q4 2025 Quarterly Update
We cover some big news for our clients, recap a quarter for the record books, expectations for the Fed, FAFSA, Medicare, a Halloween DYK and so much more!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 10, 2026
Please join us in congratulating Glenn, who earlier this week passed his Series 7 exam!
As a result, he now holds a General Securities Representative registration from FINRA.
We applaud Glenn for the hard work he put into his studying and are so proud of his achievement!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
