Investments and Markets Articles

Quarterly Economic Update – First Quarter 2024


The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong returns in 2023 as the momentum of 2023’s year-end rally took another step forward. Both equity and bond markets performed well after the Federal Reserve confirmed that disinflationary trends were consistent and satisfactory enough for them to finally [...]

Quarterly Economic Update – First Quarter 20242024-04-21T09:29:29-04:00

Welcome To 2024!


Happy New Year and welcome to 2024! We hope that you and your family had an enjoyable holiday season. We thank you for giving us the opportunity to help you pursue your financial goals. We are excited to see what the new year will bring us. Overall, 2023 was a good year for investors. [...]

Welcome To 2024!2024-03-29T07:36:49-04:00