by lportee53 | Oct 16, 2025 | Newsletter Posts
Welcome Our New Associate Sammie Ames We’re excited to introduce our newest team member, Sammie Ames! Sammie joined us during the last week of September and, while she’s still getting up to speed, she’ll be involved in many aspects of our business. In time, Sammie...
by lportee53 | Oct 13, 2025 | Weekly Market Commentary
Weekly Market Commentary October 10th, 2025 Week in Review… The ongoing government shutdown has created a data vacuum, delaying key economic reports and clouding visibility for the Federal Reserve ahead of its next meeting. Markets now face the unenviable task...
by lportee53 | Oct 6, 2025 | Weekly Market Commentary
Weekly Market Commentary October 6th, 2025 Week in Review… Last week’s economic data painted a mixed picture of the U.S. economy. August’s pending home sales surged by 4%, far exceeding the forecasted 0.2%, signaling continued strength in the real estate market....
by lportee53 | Sep 29, 2025 | Weekly Market Commentary
Weekly Market Commentary September 29th, 2025 Week in Review… The week began with key sentiment data from the S&P Global Manufacturing and Services Purchasing Managers’ Indices (PMIs). Both readings came in slightly below market expectations and last month’s...
by lportee53 | Sep 29, 2025 | Past Events
Complimentary Dinner & Presentation Ways to help avoid costly financial mistakes and survive during retirement You are cordially invited to an educational dinner event created for local residents who are retired, nearing retirement, or preparing to retire. This...
