The new year is in full force. As we head into the final month of the first quarter David wanted to take a moment to update our friends and clients on our 2024 Market Outlook. A lot has happened in the markets over the last six months and as we continue to navigate through 2024…

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The new year brings the spirit of renewal and resolutions often include a commitment to better health. This Health & Wealth webinar will focus on types of fasting and the many health benefits including longevity, weight loss and so much more. Listen in to hear more on this topic, along with tips for supporting your…

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The new year brings the spirit of renewal and resolutions often include a commitment to better health. This Health & Wealth webinar will focus on types of fasting and the many health benefits including longevity, weight loss and so much more. Listen in to hear more on this topic, along with tips for supporting your…

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Our Investment Committee has been meeting over the last couple weeks to rebalance all client portfolios as we have done over the last 20 years.  I wanted to share with you some of the highlights and notes of our what and why: We expect to see volatility over the coming year with the election, potential…

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