Wealth Management Insights & Trends

February 3, 2025

February Bridge Series

The future is bright for our region, with economic development paving the way for thriving…

February 1, 2025

The January Effect

With the month of January now behind investors for 2025, one mantra surrounding future stock market performance is known as the January Effect. Broadly, it is…

January 30, 2025

Andrea Costa’s Work Published in LexisNexis Guide

Congratulations to Andrea Costa, Vice President of Wealth Strategy & Financial Planning at…

January 29, 2025

Ryan Janka Passes Series 7

Congratulations to Ryan Janka on passing the Series 7!Ryan serves as a Client Service Associate at…

January 28, 2025

The Psychology of Money: Overcoming Emotional Pitfalls in Financial Planning

Wouldn't it be nice if financial decisions were based purely on logic, facts, and solid planning?…

January 27, 2025

Markets in a Minute - Open Sourced

Week Ending January 24th

January 27, 2025

Broader Equity Market Participation Maybe Unfolding

One aspect of the equity market advance over the last few years is the advance has been driven by a small number of stocks. One group of stocks is referred to…