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Investment Committee Meeting Highlights – July 2024

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Investment Committee Meeting Highlights – July 2024

MARKET UPDATE The S amp P continued its upward trend gaining in June and over through the first half of the year Globally and within the US equity markets were... Read More >

Investment Committee Meeting Highlights – June 2024

MARKET UPDATE The S amp P bounced after April s pullback gaining in the month with a substantial portion of those gains happening in the first half of the month... Read More >

Investment Committee Meeting Highlights – May, 2024

MARKET UPDATE Equity markets have rallied since November with Large Mid and Small cap all returning over during the last months However April saw a broad pullback across most equity... Read More >

Investment Committee Meeting Highlights – April, 2024

MARKET UPDATE Equity markets continued their upward trend in March with the S P up for the month and so far this year reaching several new all-time highs along the... Read More >

Investment Committee Meeting Highlights – March, 2024

MARKET UPDATE Equity markets resumed their strong uptrend in February with the S P returning and bringing its year-to-date and -year total returns to and respectively This time the rally... Read More >

Investment Committee Meeting Highlights – February, 2024

MARKET UPDATE The first few weeks of January may have caused some heartburn for investors with the S P quickly shedding in the first few trading days of the year... Read More >

Investment Committee Meeting Highlights – January, 2024

MARKET UPDATE The rally across capital markets continued largely uninterrupted in December despite a slight head fake on December th Investors may have feared another bout of volatility heading into... Read More >

Don’t Have Enough Saved for Retirement? Consider These 3 Aspects

Are you confident that your retirement savings are going to be enough Have you put aside anything at all for your golden years If the response to these inquiries is... Read More >

Investment Committee Meeting Highlights – December, 2023

MARKET UPDATE Capital markets rallied following the recent lows in the S P toward the end of October Earnings growth returned to the S P across the third quarter earnings... Read More >

How an Advisor Can Elevate Your Financial Strategy

Engaging with a financial advisor is a significant decision Just as a competent physician would be aware of your health history a skilled financial advisor will understand the vital aspects... Read More >

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