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Current Market Observations

Week by week, the mythical “Goldilocks” scenario plays out, where the Fed tackles rampant inflation with higher interest rates... Read More

From the Pros… VIDEO

Did you miss it? Chief Investment Officer, William Henderson, gave a quick update after the Fed announcement. Watch Now Read More

The Numbers & “Heat Map”

Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and cannot be... Read More

Quote of the Week

“In the middle of difficulty lies opportunity” —Albert Einstein Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: Retirement Funding and Pension... Read More

Current Market Observations

Equity markets posted mixed results last week, with the Dow Jones Industrial Average notching a +2.08% return, the S&P... Read More

The Numbers & “Heat Map”

Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and cannot be... Read More