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Recent Updates


Weekly Market Update – June 21, 2024

Weekly Market Update – June 21, 2024

Quick Takes It was a give-and-take week for U.S. stocks as the S&P 500 and Nasdaq opened the week with two days of fresh record highs, then dropped the final two days of the week with losses. Still, the S&P was able to keep a three-week win streak, but the...

Weekly Market Update – June 14, 2024

Weekly Market Update – June 14, 2024

Quick Takes The theme for the week was easing inflation, as several inflation reports came in below Wall Street expectations. Consumer prices, wholesale prices, and import prices were all lower than expected. At the same time, however, Fed policy makers indicated a...

Weekly Market Update – June 07, 2024

Weekly Market Update – June 07, 2024

Quick Takes Last week’s economic data was mostly disappointing, but on Friday morning, the Labor Department reported an unexpectedly strong addition of 272,000 new Nonfarm Payrolls in May, as well as higher than expected Wage growth. The strong jobs data caused yields...

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.