January 17, 2023
Capital Market Review: 4th Quarter 2022
by: Danielle Howard
2022 at best, was difficult. It had a weak market that affected nearly every asset category. When we look forward to what 2023 may have in store, we...
November 1, 2022: One Warm Coat Drive! at 8:30 am… learn more
January 17, 2023
2022 at best, was difficult. It had a weak market that affected nearly every asset category. When we look forward to what 2023 may have in store, we...
January 3, 2023
THE MARKETS It’s finally over. 2022 was a dismal year for financial markets. Major United States stock indices moved lower, trimming or eliminating...
November 28, 2022
THE MARKETS There was a shift in the winds of monetary policy. Last week, it became clear the Federal Reserve (Fed) had softened its hawkish stance....
November 21, 2022
THE MARKETS Thanksgiving and football go together like turkey and stuffing. For some families, though, this year may be more like a turducken,...
October 21, 2022
We’re closing in on the end of 2022 and continuing to look for opportunities amidst inflation uncertainty. Listen in as Jim Kruzan, CFP®,...
September 12, 2022
THE MARKETS Central banks are hawkish. Stocks popped higher, anyway. Last week, despite signs that inflation is slowing, U.S. Federal Reserve (Fed)...
August 1, 2022
THE MARKETS Investors thought they heard a dovish note from the Federal Reserve and markets rallied. Last week, we learned from the Bureau of...
July 29, 2022
We’re mid-way through 2022, and it’s been a bumpy one! Listen in as Jim Kruzan, CFP®, CRPC®, reviews the past few months and gives...
July 25, 2022
THE MARKETS A lot of people are worried that a recession may be in our future. Some think it may already be here. Unemployment is low (3.6%), and...