Investment Management

What is a Recession and What Does It Mean for Markets?
As the seasons change and the days get chillier, market trends are calling “doom and gloom” in the economy. Some argue that a recession is inevitable if not already here. What exactly does this mean and what should Americans do if, in fact, we are in a recession? What is a recession? Is the U.S.  Read More →
Economic Update & Key Reminders
What’s happening with the markets? This is always a loaded question, and it’s never just one factor. Thus, let’s focus on what we believe are the primary factors, and those are inflation and rising interest rates. As we all know by now, prices for just about everything have skyrocketed – up about 8.6%, on average,  Read More →
Preparing for What’s Next: Entering the Workforce [CHECKLIST]
Whether you are a recent college graduate in your first full-time position or have children heading into the professional workforce, it’s important to address some of the financial unknowns. Entering the workforce is a big transition. This might be the first time you (or your children) will be fully responsible for managing finances and making  Read More →

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