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Financial Habits You Need to Break Now!

Have you wondered if some of your spending decisions are holding you back from achieving financial freedom? You’re not alone. Many people find themselves falling into five not-so-productive money...

Making Sense of the Markets: October 2023

Interplay of The Federal Reserve, Economic Trends, and Financial Dynamics As we approach the end of this volatile year, we’re not out of the woods yet, as the threat of a recession in the new...

Month-in-Review: September 2023

Quick Takes Risk Assets Fall Into Autumn. Risk assets started the fall giving back some of their year-to-date gains as market participants priced in higher interest rates for longer. Inflation...

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Don Williams, CMFC®, CRPC®