1st Quarter Market Update
We just wrapped up a fantastic year in 2017 for investors. What's next? We'll discuss the outlook for stocks as well as the potential...
4th Quarter Market Update
Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD,...
3rd Quarter Market Update
Watch as Lyn Adams, CFP® and Justin Groce, CFP® discuss the Q4 Market Update. A couple key themes discussed are market performance YTD,...
2nd Quarter Market Update
A couple key themes of the Q2 Conference call include market performance YTD, rising interest rates, and the Trump financial agenda.
Getting Ready for the Election
It isn’t surprising that the upcoming presidential election is looming large in the minds of our clients. The media, including the...
No Bite Without "FANG"s
Domestic stock market returns thus far in 2015 have been very misleading and in most cases, frustrating. Many investors are asking: The...