RESOURCES

Blog, News & Information

Month-in-Review: March 2026

Quick Takes Equities Fell. U.S. stocks fell in March with the S&P 500 index falling 5%, the Nasdaq 100 falling 4.8%, and the Dow falling 5.2% as the War in Iran and concerns over private...

What’s Driving Market Volatility Right Now?

Energy Prices, AI Headlines, and Investor Sentiment Explained Markets have seen increased movement in recent weeks, creating both questions and opportunities for investors. In this latest market...

Are you doing everything you can to reach the financial future you dream of?

Get advice today. Meet Don Williams, CMFC®, CRPC®, Financial Advisor & Partner

Don Williams, CMFC®, CRPC®