April 08, 2026

Get To Know Our Newest Advisors…

Behind every client relationship is a team of experienced advisors dedicated to thoughtful, well-coordinated guidance. Our advisors include attorneys, CFP® professionals, and CFA® charterholders, offering integrated expertise across financial planning, estate strategy, and investments. In case you haven’t met them yet, we wanted to introduce you to the newest members of our team helping to bring your goals to life.

Recent Posts

Election Results Amplify Tech Concerns

Author: Davis Finke, CFA Equity markets closed out a volatile week following Tuesday’s midterm elections, which resulted in Democrats winning majorities in both the Senate and the House of Representatives. The market’s immediate reaction on Wednesday was positive,...

AI Spending Concerns Drive Market Rotation

Author: Davis Finke, CFA Third-quarter earnings reports from several mega-cap technology and AI-related companies were the primary focus for investors this week, as mixed results from Microsoft, Alphabet, and Amazon raised further questions about the growing cost of...

Corporate Earnings Take Center Stage

Author: Davis Finke, CFA Third-quarter earnings season is well underway, with 24% of the companies in the S&P 500 having reported results. Consistent with the previous two quarters, corporate earnings have been strong thus far. Of the companies that have reported,...

Tech Weakness and Inflation Test Markets

Author: Davis Finke, CFA This week's economic headlines were dominated by the release of the September consumer price index (CPI), one of the primary measures used to gauge inflation. Headline CPI rose 0.6% for the month and 3.7% year-over-year, with the monthly...

Why This Rate Hike is Different

Author: Davis Finke, CFA On September 16, the Federal Open Market Committee (FOMC) voted unanimously to increase interest rates by 25 basis points to a target range of 3.75%-4.00%. The decision marked the first rate hike since July 2023, with policymakers citing...

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