THE EXCHANGE

Our objective for The Exchange is to provide an avenue for our team to deliver timely insights to our clients and followers. Posts center around either Investment Commentary and Strategy or Comprehensive Financial Planning Issues. On both fronts, we aim to deliver timely and relevant information that cuts through the noise that so often consumes the financial media.

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April 17, 2019

Video: Inverted Yield Curve

We are excited to share with you the next installment in our new line of video communications Please click below to watch!  Today’s topic: The Inverted Yield Curve: What you should know   Click to play this video.      

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March 21, 2019

First Quarter 2019 Newsletter

Timely Videos Coming Your Way! In December, our team kicked off the year early with our annual team retreat. The focus this year was to identify ways to continue improving the client experience and deliver better investment outcomes as we continue delivering a gold-standard experience to the families that we work with. This year, we […]

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February 7, 2019

February Market Update

A kinder, gentler Fed December was a bad month for stocks. There’s no way to sugarcoat it. However, long-term investors recognize the need for a disciplined approach, but that doesn’t mean extreme levels of volatility won’t create some degree of concern. We understand this. We touched a bottom on Christmas Eve, and shares extended gains […]

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