From the Desk of Amanda Burrows, CFP® Greetings! First, thank you for entrusting us with your financial needs. We don’t take this lightly and want to make sure each of you understand we are here for you. For those who are cringing at economic headlines, we thought it prudent to send some data behind our […]

The Markets (as of market close April 29, 2022) April saw rising COVID cases in China prompt the shutdown of some of its biggest cities, causing global supply-chain issues. The ongoing war in Ukraine continues to exacerbate pressure on food and energy prices. While first-quarter earnings data was moderately favorable overall, several major companies reported […]

The Markets (first quarter through March 31, 2022) Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation, higher interest rates, ongoing coronavirus concerns, and the Russia-Ukraine war. Each of the benchmark indexes listed here lost value by the end of the quarter. […]

Please take a moment to watch Brian Babbitt, Chief Investment Officer, as he reviews current market conditions and what you can do in response

The Markets (as of market close February 28, 2022) Wall Street opened the month on a high note, with each of the benchmark indexes advancing. A stronger-than-expected jobs report and solid fourth-quarter corporate earnings data helped support equities. Nevertheless, concerns about the Russia-Ukraine situation began to worry investors. Natural gas and crude oil prices climbed […]

The Markets (as of market close January 31, 2022) Stocks ended January lower as investors dealt with concerns over inflation, the prospects of rising interest rates, and the pace of global economic recovery. The start of fourth-quarter corporate earnings season in January was positive, but not as robust as was seen in December. While the […]