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Month-in-Review: July 2024

Quick Takes Risk Assets Push Higher. As the summer reaches its peak, so too are risk assets nearing a climax. The market rallied for the month, but Large Cap equities were dethroned for July as...

Advisor calls spike as stocks selloff

Financial advisors, did you ever notice that clients most often “check in” during big market selloffs, as opposed to when their portfolios quietly creep higher? Advisors woke up Monday to find...

Saving Strategies for Summer Travel

Summertime is here, and while the livin’ may be easy, it’s also more expensive than ever. With the average cost of a vacation rising 26% in the past year, according to a Bankrate survey, planning...

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Don Williams, CMFC®, CRPC®