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Current Market Observations

U.S. markets have rallied this year, albeit with some pullbacks over the last week. The Dow Jones saw a... Read More

The Numbers & “Heat Map”

THE NUMBERS The Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged... Read More

Quote of the Week

“The only place success comes before work is in the dictionary.” — Vince Lombardi Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: How to get ready... Read More

From the Pros…VIDEO

Chief Investment Officer, William Henderson, touches on his 2023 Outlook. Want to know more about what may be on... Read More

Current Market Observations

All major market indices traded higher last week as weaker-than-expected inflation data ramped up hopes by investors that the... Read More

The Numbers & “Heat Map”

THE NUMBERS The Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged... Read More

Tax Corner

According to the IRS, one of the first decisions taxpayers must make when completing a tax return is whether... Read More

Quote of the Week

“There is nothing impossible to him who will try.” – Alexander the Great Read More