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Blog

Ty Bernicke, CFP® | President

April 2024 Monthly Market Update

In this brief video, President and Executive Wealth Manager, Ty Bernicke, CFP®, discusses the performance of the S&P 500 Index, the significance of the price-to-earnings

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Ty Bernicke, CFP® | President

The Juice Is Worth The Squeeze

Vince Lombardi was arguably one of the greatest football coaches of all time. One thing that made Lombardi successful was his relentless focus on the

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Steve Latham, CFA, CFP® | Chief Investment Officer

March 2024 Monthly Market Update

In this brief video, Chief Investment Officer, Steve Latham, CFA, CFP®, provides insights on treasury yields, Federal Reserve expectations, and the potential trajectory of monetary

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Steve Latham, CFA, CFP® | Chief Investment Officer

February 2024 Monthly Market Update

In this brief video, Chief Investment Officer, Steve Latham, CFA, CFP®, discusses wage growth trends, emphasizing the impact of lower-wage earners on the economy and

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Steve Latham, CFA, CFP® | Chief Investment Officer

December 2023 Monthly Market Update

In this brief video, our Chief Investment Officer, Steve Latham, CFA, CFP®, highlights stock market performance, inflation trends, and employment outlook as we head into

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november 2023 market update thumbnail with steve latham in a suit smiling
Steve Latham, CFA, CFP® | Chief Investment Officer

November 2023 Monthly Market Update

In this brief video, our Chief Investment Officer, Steve Latham, CFA, CFP®, discusses the impact of real interest rates on the stock market’s performance, recent

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