Q4 2024
Despite headwinds of elevated interest rates, rising unemployment, turmoil in the Middle East, and the ongoing Russia/Ukraine war, the economy proved resilient. Corporate profits rose and the once anticipated recession never materialized.
Q3 2024
The summer months presented the market with challenges as August’s disappointing economic data evoked fears of slowing growth and the greater potential for recession.
Q2 2024
A Narrow Market Continues: Markets finished a strong first half driven largely by mega-cap technology companies and shifting expectations of Federal Reserve interest rate cuts.
Q1 2024
Changing of the Guard: The equity market’s ferocious run at the end of 2023 continued into 2024 with the S&P 500, Dow Jones Average, and Nasdaq, all reaching new highs on a regular basis.
How to build generational wealth

The process of building generational wealth is intended to provide younger family members — and even those not yet born — with financial opportunities and a head start to long-term stability.
Buying 1-ounce gold bars as a beginner? Do these 5 things first, experts say

The price of gold has been on the upswing lately, such as with many investors trying to hedge against inflation and looking to diversify in these uncertain times. In May 2024, there was a record gold price per ounce of over $2,400, though prices have since dropped a bit, leaving the price of gold to […]
Will gold’s price hit $3,000 per ounce? Experts weigh in

Gold has been on a hot streak recently amid a climate of geopolitical and economic uncertainty. Since the start of the year, the price of gold has increased by over 16%, hitting a record high of over $2,400 per ounce in May, according to World Gold Council data. Some think gold’s price could be poised […]