Congratulations to Kathy Armstrong, recognized among the InvestmentNews $100M Club: Top Female Advisors 2026. This honor reflects the trust her...
2026 2nd Quarterly Review
Resilient is the best way to summarize the second quarter. As the second quarter progressed, the financial markets looked past the Iran conflict as...
250 Years of Change: How Our Market Indexes Evolved
Two and a half centuries after declaring independence from Great Britain, we live in a world that the Founding Fathers could scarcely have imagined....
Irrational Exuberance or a New Era of Innovation?
“Irrational Exuberance.” A phrase made popular by former Federal Reserve Chairman Alan Greenspan serving between 1987 – 2006 who passed away this...
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Committed To Your SuccessTake charge of your wealth and well-being with highly personalized financial planning.Help Protect and grow your wealth in...
Diversify Your Portfolio: A Timeless Strategy
Don’t put all your eggs in one basket. So goes the proverb attributed to Miguel De Cervantes’ 1605 novel, Don Quixote. The novel follows an...
SpaceX IPO Launch: A New Era Begins!
It’s finally here! The hottest and most anticipated Initial Public Offering (IPO) is being launched today, June 12. We can’t recall an IPO as hot or...
Annuity Taxation Guidelines
Annuities are insurance products designed to help individuals accumulate assets for retirement and, in some cases, create a guaranteed stream of...
Navigating Midterm Market Trends: What Investors Should Know
The official start of summer is around the corner, and warmer weather is ahead. For 2026, that also means the midterm election season is heating up....
Beyond the Adage: Rethinking ‘Sell in May’
“Sell in May and go away” is an old Wall Street adage suggesting summer months offer lackluster returns. The inference is that investors are better...
Congratulations, Kathy Armstrong!
Congratulations to...
2026 2nd Quarterly Review
Resilient is the best...
250 Years of Change: How Our Market Indexes Evolved
Two and a half...
Irrational Exuberance or a New Era of Innovation?
“Irrational...
Diversify Your Portfolio: A Timeless Strategy
Don’t put all your eggs...