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Month-in-Review: October 2023

Quick Takes Scary October for Risk Assets. Risk assets were spooked into negative territory for the month of October with almost all asset classes in the red for the month. Inflation Stays...

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...

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Don Williams, CMFC®, CRPC®