magnifying glass being held up to an image of the stock market
  • Blog
What the GDP Receipt Doesn’t Show

I want to discuss what’s really behind the number. Upon close examination, it is one of the more interesting GDP reports in recent memory. 

stock market numbers
  • Blog
Does it Make Sense to Own Stocks Right Now?

Should we even be invested in stocks right now? Wouldn’t it be safer to just sit in cash or CDs and wait it out?

black and white image of the stock market
  • Financial Updates
Quarterly Financial Update – Q1 2025

Let's take a look at what happened in the first quarter and what it could signal for the months to come.

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  • Blog
Markets Are Reacting. Here’s What to Do.

In a time of turmoil and tariffs, a well-constructed portfolio helps you stay focused on long-term progress, not short-term noise.

social security cards stacked up
  • Blog
Why is Social Security Important?

Social Security has been a hot topic in the news recently, let’s take a look at how Social Security started and how it works.

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  • Blog
8 Questions to Ask a Financial Advisor

Don't know where to start? Here are 8 questions you should ask any financial advisor before you start working with them.