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Nov 22, 2023

With Thanksgiving quickly approaching (along with friends and families), we take a look at how inflation is impacting the country and especially the cost of Thanksgiving dinner.  Listen in this Weekly Brief our review of several economic indicators to determine if the economy is slowing or growing as we enter the last...


Nov 8, 2023

Explore the market's triumphant week with our latest financial briefing. Discover how small and mid-cap indices like the SP600 and SP400 outshone their larger counterparts, signaling a strategic shift as investors hunt for value in underperformers. Unpack the surprising three-year lag of the tech-heavy NASDAQ and its...


Nov 1, 2023

The stock market is always moving as investors adjust their portfolios to their perspective of the economy and their stock holdings.  The result is the actual value of stocks are rarely held as prices fluctuate above and below the actual value.  The key to building wealth is achieving sustainable and consistent yearly...