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Month-in-Review: August 2025

Quick Takes Equities Rally. U.S. stock indices rose in August as investors were encouraged by strong earnings results from companies in Q2, continued investment in AI by large technology firms,...

Financial Planning Tips for Newlyweds

Marriage marks one of life’s most significant milestones, bringing together two hearts and two financial histories. However, starting your financial journey together in the United States doesn’t...

Why Investing in Gold Isn’t a Sound Strategy

Five Major Drawbacks of Gold Investing Gold has earned a reputation as a “safe haven” asset during economic uncertainty; however, this precious metal may not deserve to be placed on a pedestal....

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Don Williams, CMFC®, CRPC®