December 16th, 2025
2025 Year End Newsletter
As we wrap up 2025, we want to wish you the happiest of holidays and thank you for trusting us with your financial lives. While our role is to help manage your wealth and guide your planning, we also feel privileged to share the journey with you as your families grow and pursue new goals and adventures.
October 7th, 2025
Government Shutdown Effect on Market
Now we have a federal government shutdown. On the news channels and in politics, shutdowns make great theatre and often cause worry amongst the public. However, they typically don’t have much effect on the markets.
April 15th, 2025
A Brief Update on Market Volatility
Greetings, As Ronald Regan would have said, "Here we go again..." ...uncertainty, nervousness, political argument, geopolitical tensions, trade wars, tariffs, and so on.