The Markets (third quarter through September 30, 2021) Overall, the third quarter was a roller-coaster ride for the market. The Dow, the Russell 2000, the Nasdaq, and the Global Dow lost value, while the S&P 500 was able to eke out a quarterly gain. Treasury yields, the dollar, and crude oil prices ended the third […]

From the Standing Desk of Ali Criss, CFP®   Protecting Your Data & Yourself in this New Digital Age Like many of you, I have been a victim of identity theft, credit card fraud & suspicious phone calls fishing for my personal information. Days, I would even venture weeks of my life have been spent […]

From the Standing Desk of Brian Babbitt With Fall in the air, families are returning from summer vacations, school is starting and for many it’s time to dig back into work projects. Fall always seems to be a transition period as everyone settles back into a new routine. From a seasonal perspective, Fall has also […]

The Markets (as of market close August 31, 2021) The benchmark indexes enjoyed a solid August, with the S&P 500 and the Nasdaq reaching record highs multiple times during the month. In fact, the S&P 500 recorded its seventh straight monthly advance — its longest streak of monthly gains since January 2018. Each of the […]

Wisdom with Women – Financial Increase: Ask For The Raise If you missed our most recent Wisdom with Women on August 11th featuring T’wina Nobles discussing the unique challenges when it comes to negotiating pay, please check out our recording of the event below: Financial Increase: There are many unique challenges when it comes to […]

South Sound Business – On The Move featuring our very own Brian Babbitt and Hannah Elkins! August 2021 Brian joined the team in June 2020 and Hannah in February of 2021.