Wealth Management Articles

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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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Oct 8, 2024

The Role of Personalized Financial Planning in Today’s Economic Climate

In today’s uncertain economic environment, financial stability is a top priority for…

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Market update
Oct 4, 2024

Market Update – October 4, 2024

The stock market has been rocky this week as investors digested escalating…

Market update
Sep 27, 2024

Market Minute – September 27, 2024

The stock market continued its record-setting rally this week fueled by a…

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Wealth Advisor

Risk Management Mastery: Working Hand-in-Hand with Your Wealth Advisor

In today’s complex financial landscape, effective risk management is more crucial than…

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Sep 20, 2024

The Exotic Animal Craze

As a child, I was a huge fan of Curious George, which…

Market update
Sep 20, 2024

Market Minute – September 20,2024

On Wednesday the Federal Open Market Committee, (FOMC) cut the Federal Funds…

Market update
Sep 13, 2024

Market Update – September 13, 2024

The U.S. stock market experienced a volatile but overall positive week as…

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Market update
Sep 6, 2024

Market Insights September 6, 2024

Data released this week confirmed the labor force in the United States…

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Sep 6, 2024

America’s Growing Debt: A Path to Financial Instability

The federal government of the United States is well-known for its habit…

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