Close-up Photo of Survey Spreadsheet

October 2023 Market Recap

October 2023 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

Read More

Close-up Photo of Survey Spreadsheet

September 2023 Market Recap

September 2023 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

Read More

Close-up Photo of Survey Spreadsheet

August 2023 Market Recap

August 2023 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

Read More

Close-up Photo of Survey Spreadsheet

July 2023 Market Recap

March 2023 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

Read More

Close-up Photo of Survey Spreadsheet

June 2023 Market Recap

June 2023 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

Read More

Woman Holding Documents

Stimulus (Hopefully) To The Rescue

STIMULUS (HOPEFULLY) TO THE RESCUE Congress Passes the Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) March 2020 In response to the growing coronavirus pandemic and its resulting impact on the U.S. economy, Congress passed the Coronavirus Aid, Relief…

Read More