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The Weekly Commentary

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Did You Know…?

March 22 is World Water Day! A day that helps recognize the importance of freshwater and the urgent need... Read More

Current Market Observations

Equity markets posted mixed results last week as issues surrounding U.S. Regional Banks continued to roil investors. Further, Swiss... Read More

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

“If we had no winter, the spring would not be so pleasant.” – Anne Bradstreet Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: Pre-Retirement Checklist. Questions can... Read More

Current Market Observations

Despite last week’s dramatic sell-off across all equity market sectors, the –4.55% drop in the S&P 500 Index fails... 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

“If you want something you have never had, you must be willing to do something you have never done.”—... Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie and her guest Daniel Banks, President at... Read More