Wealth Management Articles

Market update
Dec 20, 2024

Market Outlook – December 20, 2024

The Federal Reserve cut interest rates by .25% on Wednesday of this…

Christmas Finances
Dec 20, 2024

The Gift of Financial Planning: A Lesson From Christmas

The Gift of Financial Planning: A Lesson from Christmas As the Christmas…

findyourvoice
Dec 13, 2024

Violence is Not a Voice

In the wake of UnitedHealthcare CEO Brian Thompson’s death, several companies announced…

Market update
Dec 13, 2024

Market Update – December 13, 2024

The Nasdaq crossed 20,000 for the first time but was not able…

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Dec 6, 2024

Texas Court Strikes Down Corporate Transparency Act – A Huge Win for Business Owners!

On December 3, the U.S. District Court for the Eastern District of…

Time Running Out for 2024, New Year's Eve Countdown
Market update
Dec 6, 2024

Market Update – December 6, 2024

 The Nasdaq is leading the market this week Major Index Performances (as…

Dec 2, 2024

How Comprehensive Estate Planning Can Protect Your Assets During a Recession

In today’s unpredictable economic landscape, safeguarding wealth is more critical than ever….

Market update
Nov 29, 2024

Market Outlook November 29, 2024

. The shortened holiday trading week has not slowed the volatility of…

Black Friday Explainer
Nov 29, 2024

The Economic Significance of Black Friday

It’s that time of year again, gathering with family and friends while…

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Market update
Nov 22, 2024

Market Update – November 22, 2024

It looks like the “Trump Trade” is continuing as the market shook…

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Nov 15, 2024

Post Election Markets

Why Did the Market Rise Post-Election? Historically, markets tend to react more…

Market update
Nov 15, 2024

Market Update – November 15,2024

The euphoria of the election is slowing down, and the market has…

Market update
Nov 8, 2024

Market Update – November 8, 2024

The Presidential Election was front and center this week as the market…

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Nov 8, 2024

The Benefits of Having a Financial Advisor

Navigating the complexities of personal finance can be daunting, but with the…

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Nov 1, 2024

The Stock Market and Election Years

During election years investors tend to be a bit more concerned about…

Market update
Nov 1, 2024

Market Update November 1, 2024

It has been a bumpy week for the market. Earnings season is…

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Oct 25, 2024

The Cost of Golf

Recently I joined my childhood friends for our annual men’s weekend in…

Market update
Oct 25, 2024

Market Update – October 25, 2024

Earlier this year OmniStar released an episode of Were Talking Money where…

Market update
Oct 18, 2024

Market Update – October 18, 2024

Recently while flipping channels, I came across one of my favorite movies,…

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Oct 18, 2024

Bits & Pieces

Much like a curator ensures their museum provides an educational and entertaining…

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Oct 11, 2024

How the Presidential Election Will Affect Your Money

The phrase “It’s the economy, stupid,” coined by James Carville during Bill…

Market update
Oct 11, 2024

Market Update – October 11, 2024

Major Index Performances (as of Thursday Close):  For the second week in…

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