Oct 125 minOctober Quarterly Newsletter - 2023Highlights of this Special Edition Newsletter: LVM's Year-End Financial Planning Checklist Giving to Charity through CRT or CLTs TD...
Sep 292 minThere is never perfect clarity in financial marketsThe stock market pulled back in August and September with most of the weakness in the latter month following Fed Chairman Powell’s...
Sep 291 minMarket Update - September Tyler and Jordan discuss stock market returns to start 2023, historical returns in the fourth quarter after poor returns in August and...
Sep 13 minLabor Day Labor Market Update Happy Labor Day! Labor Day is the annual celebration of the social and economic achievements of American workers. The holiday is rooted...
Aug 72 minThe Best Companies Will ThriveMonetary and fiscal indicators have continued to tighten significantly. Negative money growth, an increasing fiscal deficit, rising real...