Apr 182 minApril Quarterly Newsletter - 2024Highlights of this Special Edition Newsletter: Using the SLAM Method to combat phishing emails Congratulations to our colleagues...
Apr 12 minInvestor Optimism Propels Market HigherThe S&P 500 stock index is up over 25% since the end of October and, excluding the half dozen mega-caps at the top of the S&P 500, the...
Mar 53 minA Tale of Two CitiesIt was the best of times, it was the worst of times, it was the age of future rate cuts, it was the age of higher for longer, it was the...
Feb 281 minCollege Planning Basics Tyler and Chuck sit down to discuss College planning. The discussion begins with having the end in mind by knowing the current costs of...
Feb 141 minRecent Developments in the Fixed Income and Equity Markets Tyler and Jordan are back to discuss interest rates, the fixed income market, the stock market, and recent earnings developments. Below...