Educational Videos
September Market Update
We remain positive in our outlook for the economy, but we could continue to see the Delta variant impact future economic data. Despite this headwind, corporate earnings have been strong and profit margins near all-time highs. The Federal Reserve is likely to announce plans to begin a slow reversal of its accommodative policy stance, but…
Read MoreLive Q&A with Jovita Carranza
Live Q&A with Jovita Carranza, the 44th Treasurer of the United States, 26th Administrator of the United States Small Business Administration, and successful businesswoman. Our President, Kay Lynn Mayhue, will walk through Jovita’s leading career and discuss her journey in which she learned resilience, dedication, and overcame unexpected challenges. Watch the video below!
Read MoreAugust Market Update
We remain optimistic about the future prospects for equity markets. Additionally, corporate earnings have been extremely strong, strong enough to make domestic equity valuations look more attractive. Recent gains in the labor market have been robust, but continued momentum will be necessary before the Fed begins to slowly step back from its current accommodative policy.…
Read MoreJuly Market Update
The separation between countries that have been able to successfully vaccinate large portions of their populations and those that have not, continues to be a key factor in the global economic rebound. The key points for July’s market update are: The economic reopening and recovery are in full force. We believe the government spending and low interest…
Read More401(k) Essentials: Everything Young Investors Need To Know
Video By: Scott Meyer, Wealth Manager Want to know why it is important to start contributing to your 401(k) early? Listen to one of our Wealth Managers and Partners, Scott Meyer, in the Atlanta area explain the benefits and importance of having a 401(k) and how to start saving at the beginning of your career.
Read MoreJune Market Update
We are continuing to closely watch as the economy re-opens and things continue to return to normal. The key points for June’s market update are: We are confident earnings will continue to rise significantly given the strength of the economy, and that valuations will gradually return to more reasonable levels. Earnings continue to rise and with…
Read MoreMay 2021 Market Update
We are continuing to closely watch as the economy re-opens and things are beginning to return to normal. The key points for May’s market update are: Our positioning continues to favor a return to normalcy and economic expansion that is beneficial to value stocks. Our equity strategies continue to become less concentrated in growth stocks, and…
Read MoreEssential Financial Literacy Topics to Discuss With Your Children
Are you curious to know the best ways to discuss with your children or grandchildren about finances? In this video, you will hear Emily Boothroyd, Wealth Manager and Partner, discuss the four essential topics to bring up when it comes to teaching the youth about finances.
Read MoreApril 2021 Market Update
We are watching closely as the economy continues to re-open and things are beginning to return to normal. The key points for April’s market update are: We believe this is one of the strongest economic rebuilds in history Supply chain redistribution + fast-paced recovery = a temporary surge in inflation Rate will begin to rise in anticipation…
Read MoreOur Steve Young Event
We had a great time speaking with Steve Young, the three-time Super Bowl-winning quarterback of the San Francisco 49ers on Monday, April 26th. Thank you to all who were able to attend this incredible virtual event. He shared with us the importance of being a team player, on and off the field. If you missed…
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