facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause


Want to be an informed investor? See our suggested resources on current market trends and personal finance decision-making.

Changes in the market can be scary or exciting, we help slow down the emotional rollercoaster you may be riding by giving you our objective insights. Each month, Ken our CEO and Michelle our COO breakdown the current financial landscape and discuss how it impacts your investments.

Enter your email below to sign up to receive updates on our blogs and newsletters.

Dave's Suggested Reading

Dave is one of our investment managers and believes that understanding the science behind what drives the financial decisions we make is key in making smart choices about your future. The book he has always wanted to write, but that someone beat him to it, is called "Psychology of Money" by Morgan Housel. A necessary read for all investors.

Purchase Here

Contracting Equity Risk Premium

When the fourth quarter reporting period ended, the earnings growth rate finished up 4.3%. Despite the Fed raising rates eleven times between March 2022 and July of 2023, the economy defied predictions and continued to grow. One can argue that the economy would continue to grow, at a modest pace, even if the Fed kept their current level of 5.00% to 5.25% through the remainder of the year.

Investment Insights Michelle & Ken Newsletter

The Financial Literacy Crisis

Many Americans are making financial decisions with minimal financial knowledge of investing, budgeting, and credit. Financial success rarely happens by accident; it is typically the outcome of a journey that starts with education. The more informed we are, the more informed our financial decisions may become.

Insights Saving

Financial Literacy Month

Recent data shows that nearly 74% of teens desire to be financially literate, and 86% want to learn how to invest. It all begins with a frank conversation regarding finances. Children who are taught personal finance from a young age are more likely to secure lower-cost loans and grants when paying for college and less likely to rely on private loans or high-interest credit cards.

Insights Saving

Women & Preparing for Retirement

How can you draw retirement income from what you've saved? How might you create other income streams to complement Social Security? Women have longer average life expectancies than men and may require significant periods of eldercare. As you face retirement, a financial professional who understands your unique goals can help you design an approach that can serve you well for years to come.

Retirement Funding Social Security Women

Women and Financial Strategies

Women who share money management duties with their partner tend to take on a lion’s share of the responsibility for the household finances. Yet only 18% of women feel very confident in their ability to fully retire with a comfortable lifestyle. Women need to keep one eye looking toward retirement since they may live longer and could potentially face higher healthcare expenses than men. We specialize in providing personalized financial guidance that aligns with your unique goals and aspirations.

Insights Saving Women