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Month-in-Review: July 2022

Quick Takes Risk Assets Catch a Bid. Risk assets reversed their year‐to‐date downward spiral for the month of July, almost all asset classes were in the green and then some. Markets Shrug Off...

Women and Money: Business Ownership

According to a recent survey conducted by NEXT Insurance[1], women were twice as likely to start a business during 2020 than men, often from scratch and by themselves. This is particularly...

Q2 2022 Quarterly Client Update

Download Now With inflation at multi-decade highs and inflation expectations inching up, the Fed has reprioritized its focus from supporting growth to quickly taming inflation. The Fed has stated...

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Don Williams, CMFC®, CRPC®