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Recent Updates
Weekly Market Update – December 6, 2024
Quick Takes The economic highlight of the week was the November Employment Situation Report which showed nonfarm payrolls grow by 227,000 for the month. That was solid enough for economic growth but not so hot to prevent the Fed from cutting rates again in December. ...
Monthly Market Update – November 2024
Key Points STRONGER THAN EXPECTED The Fed began a rate-cutting cycle in September but may need to recalibrate the pace and magnitude of cuts due to stronger-than-expected economic growth and inflation. Recent upward pressure on prices may necessitate a more gradual...
Weekly Market Update – November 29, 2024
Quick Takes It was a holiday-shortened week on Wall Street, but stocks and bonds were able to make solid gains. The benchmark S&P 500 Index rose +1.0% and ended at a record close, while the Bloomberg U.S. Aggregate Bond Index rose +1.4% for the week. Not all...
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.