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Month-in-Review: September 2025

Quick Takes Stocks Continue Higher. U.S. stocks rose in September with the S&P 500 rising 5.5%, the Nasdaq 100 rising 3.6%, and the Dow rising 2.0% on the month as technology earnings,...

How to Create a Retirement Paycheck

Retirement is one of the most exciting stages of life. It’s a time to focus on things like family, hobbies, or travel. However, leaving the workforce also means leaving behind the steady paycheck...

How to Audit Your Portfolio Holdings

Your investment portfolio isn’t a “set it and forget it” proposition. Regular audits help ensure your investments align with your changing goals, risk tolerance, and market conditions. Auditing...

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Don Williams, CMFC®, CRPC®