RESOURCES

Blog, News & Information

Week-in-Review: Week ending in 07.16.21

The Bottom Line ● U.S. equities fell for the first time in four weeks. All the major US equity indices posted a negative return for the week, but still maintain healthy year to date figures. ●...

Q2 Quarterly Client Update

And the beat goes on… Essentially treading water for the first half of the quarter, markets found their footing and finished positive across every major asset class.  Continued vaccination...

Week-in-Review: Week ending in 07.09.21

The Bottom Line ● U.S. equities advanced for the third week in a row and sixth in the last seven. Major U.S. indices closed at record highs, overcoming a big drop on Thursday over fears of the...

Month-in-Review: June 2021

Quick Takes ● Global recovery lifts all boats. International bonds and stocks fell in June, but all major asset classes were up in Q2 as the global synchronized recovery continued. Economic...

Week-in-Review: Week ending in 07.02.21

The Bottom Line ● U.S. equities reached more record highs after seven straight gains, it best winning streak in 10 months. It was the second straight week of gains for the S&P 500, which is...

Inflation: Transitory, Sustained, or Runaway?

The buzz word of the year in the financial industry has without a doubt been “transitory.” This is the label that Federal Reserve Chairman, Jerome Powell, Treasury Secretary, Janet Yellen, and...

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®