2022 Outlook & Investment Strategy
We are closely monitoring the current market volatility, much of which occurred after the recording of our market update. Here are some of our most...
Finish the Year Financially Strong
Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder...
October Market Update
We are encouraged by positive COVID-19 data domestically and abroad. The Fed will likely begin to slowly pull back on some of their accommodative policy...
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,...
Live 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...
August 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...
July 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...
