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Recent Updates
Weekly Market Update – April 19, 2024
Quick Takes Stocks and bonds continued to decline for a third straight week, as inflationary economic data, concerns over tensions in the Middle East, and poor earnings from chipmaker stocks weighed on investor sentiment. The S&P 500 fell -3.1%, the Nasdaq dropped...
Weekly Market Update – April 12, 2024
Quick Takes Stocks and bonds struggled for a second straight week, which can be chalked up to accelerating inflation data, rising geopolitical conflicts, and concerns that the just-beginning first-quarter earnings season will fail to impress. The S&P 500 fell...
Monthly Market Update – March 2024
Key Points MORE THAN JUST THE MAGNIFICENT 7 March witnessed a welcome broadening of returns and earnings. 2023 market leadership was totally dominated by a narrow group of mega cap technology stocks, the so-called Magnificent 7. Fortunately, both returns and earnings...
Financial Planning
We build financial plans to solve your problems.
Payroll and Tax Returns
Our tax division does personal and corporate tax returns as well as payroll and bookkeeping. In some cases, we provide some services free of charge.
Asset Management
We manage your money for you – with real-time access to your accounts via a phone app.