Weekly Market Update | June 5th, 2023

June 5, 2023

Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report. The Dow Jones Industrial... Read more »

Weekly Market Update | May 29th, 2023

May 30, 2023

Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap... Read more »

Special Market Update | Debt Limit Discussions

May 25, 2023

Written and prepared by: Walter Brown, CFA®, CFP® Portfolio Manager As you may know, the US is running up against its debt limit and faces a technical default if the Republicans and Democrats... Read more »

Weekly Market Update | May 22nd, 2023

May 22, 2023

Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S. The Dow Jones Industrial Average edged... Read more »

3 ways to raise money savvy kids

May 16, 2023

If your kids regularly save their allowances and birthday money, they’re well on their way to establishing great money habits. So let’s build on that strong foundation with some early... Read more »

So easy a kid can do it

May 16, 2023

Did you know that children’s financial habits are set by the age of seven? They start picking up on money concepts as young as three. The behavior they emulate comes almost entirely from parents... Read more »

Steps to avoid credit fraud against children

May 16, 2023

We all know how devastating being the victim of fraud can be; that's why safeguarding your credit is so important. However, when protecting credit, most people only consider precautions for adults.... Read more »

Weekly Market Update | May 15th, 2023

May 15, 2023

Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears. The Dow Jones Industrial Average lost 1.11%, while the... Read more »

Monthly Market Update – April 2023

May 9, 2023

CURRENT MARKET AND ECONOMIC CONDITIONS In April, the S&P 500 Index was up 1.56%, while the Bloomberg Barclays US Aggregate Bond Index was up 0.61% and the Bloomberg Barclays Municipal Bond... Read more »

Weekly Market Update | May 8th, 2023

May 8, 2023

A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses. The Dow Jones Industrial Average fell 1.24%, while the... Read more »