Reading Time: 8 minutes March Market Summary The market is attempting to catch its breath as the first quarter of 2022 ends. There was no shortage of events for the market to navigate, including the Federal Reserve’s first interest rate increase since December 2018,...
Reading Time: 5 minutes February Market Summary The S&P 500 Index produced a -3.0% total return during February, underperforming the Russell 2000 Index’s +1.0% total return. For the second consecutive month, Energy was the only S&P 500 sector to post a...
Reading Time: 3 minutes The growth of the family office has exploded over the last couple of decades with technological innovations, entrepreneurial success, and the overall development of the wealthy demographic. This can be highlighted by the various offerings, such...
Reading Time: 3 minutes In our first article of the family office series, we explore the history of the family office and how the evolution of this unique service offering has changed how families manage wealth. The First Family Office The origins of the family office...
Reading Time: 2 minutes After years of investing for retirement and other goals, you may have accumulated a substantial portfolio. If you’re approaching or already enjoying retirement, there are important steps that you can take to help ensure that your...
Reading Time: 2 minutes It is human nature to seek advice when things aren’t going well or when an unforeseen event occurs. Often, people seek financial advice from a professional only when the stock market and their investments are experiencing turbulent times....
