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Fourth Quarter – 2024 Advisor Desk As we wrap up both the fourth quarter and the year 2024, it’s worth taking a moment to reflect on what has been another […]

Third Quarter 2024 Advisor Desk There’s a lot to unpack this quarter. With the Fed lowering rates, market volatility in August, and an upcoming election, headlines have been in no […]

Second Quarter – 2024 Advisor Desk Markets decided that Q2 was a great time to take a quarter off and be a little lazy. The stock market begrudgingly clawed its […]

First Quarter – 2024 Advisor Desk In the first quarter of 2024, the financial markets witnessed a period of cautious optimism, navigating through a series of pivotal economic data releases and […]

A savings plan is the cornerstone of a productive financial plan, but with so many strings pulling at your paycheck, how can you start a robust savings strategy? I have […]