Resources

Retirement Planning: A Holistic Approach

As part of our commitment to continual learning, advisors often participate in events designed to sharpen our skills and keep updated with what’s new. Tracy recently attended the InvestmentNews Retirement Income Summit Virtual Event. Tim sat do

Read More »

Third Quarter 2020 Market Update

In the third quarter, stocks continued to go up, regardless of where you looked. US large cap, small cap, and international stocks all increased. Bonds lagged behind, but still had positive returns.

Read More »

Weekly Market Update – October 5th

We hope you are doing well. We’ve attached a quarterly review video that discusses the following:How did major asset classes perform in the third quarter? What is the outlook for the fourth quarter and the election?

Read More »

September Market Update

Here is a recap of market performance for the month of September and year-to-date. September and year-to-date equity returns were opposites of each other. For the year, the S&P 500 has outperformed international and small cap stocks. During September, the S&P 500 trailed them both. Bonds were the best performer last month, and also for the year.

Read More »
See my paycheck
Enter work hours
Review investment statements