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RECENT ARTICLES
March 10th, 2025
Week in Review... Market indices closed the week lower as markets grappled with the timeframe surrounding tariffs and possible labor market softening. The S&P 500 declined by -3.50% The Dow Jones Industrial Average declined by -2.65% The tech-heavy Nasdaq...
March 3rd, 2025
Week in Review... Most market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets. The S&P 500 declined by -0.98% The Dow Jones Industrial Average...
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
Making informed investment decisions that are right for you on your own is no small task. Even with a firm understanding of financial markets, the state of the economy, and your financial situation, it takes a professional to wade through all of the available options and choose the right blend for you.
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Our position as independent advisors allows us to analyze your situation, understand your goals, and then search the entire marketplace for the companies, products, and investments that fit into your portfolio. Our knowledge and resources are here for your benefit, to not only help you make the right investment decisions, but to incorporate that into your larger financial picture.
RECENT ARTICLES
March 10th, 2025
Week in Review... Market indices closed the week lower as markets grappled with the timeframe surrounding tariffs and possible labor market softening. The S&P 500 declined by -3.50% The Dow Jones Industrial Average declined by -2.65% The tech-heavy Nasdaq...
March 3rd, 2025
Week in Review... Most market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets. The S&P 500 declined by -0.98% The Dow Jones Industrial Average...
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...