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Last week continued the month-long rally we have witnessed across all markets and sectors, with the Dow Jones Industrial Average adding +1.3%, the S&P 500 Index adding +1.1%, and the NASDAQ adding +1.0%. Year-to-date returns also remain healthy across...
Read MoreChief Investment Officer William Henderson discusses Bull & Bear Market. Watch Now
Team Chat (April 2021) – Cryptocurrency
Bill Henderson, Head of Investments and Matt Petrozelli, CEO, discuss Cryptocurrency.
Watch NowTeam Chat (March 2021) - Responsible Investing
Head of Investments, Bill Henderson, and CEO, Matt Petrozelli, discuss "responsible investing" and current market trends.
ESG Investing
Financial Advisors Joseph Goldfeder, CFP® and Rod Young, CPA/PFS, CFP® discuss ESG investing
83B Tax Election Options
Financial Advisors Joseph Goldfeder, CFP® and Rod Young, CPA/PFS, CFP® discuss 83B tax election options.
Head of Investments Bill Henderson and CEO Matt Petrozelli discuss the current forecast as we prepare to step into 2021.
Watch NowFinancial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss 2021 planning and the importance of asset rebalancing asset allocations.
Watch NowFinancial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss estate planning topics including beneficiary and charitable giving elements. WATCH NOW (and stay tuned for PART II next week).
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