Wealth Services
Monthly Market and Economic Update - July 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
August 7, 2024
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Wealth Services
What Can You Buy With 529 Distributions?
Discover how to maximize your 529 plan distributions for a wide range of educational expenses, from K-12 tuition to college costs, vocational training, and even technology essentials. Learn which expenses qualify and how to make the most of your savings without facing unexpected taxes.
August 5, 2024
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Weekly Market Update
Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data.
August 5, 2024
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Weekly Market Update
Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names.
July 29, 2024
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Weekly Market Update
Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates.
July 22, 2024
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Weekly Market Update
Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.
July 15, 2024
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Paying Off Debt? Start Here
Part of prudently managing debt is making sure you have a plan to repay what you borrow. Of course, any plan starts with a solid grasp of your budget and a full emergency fund! While it may seem counterproductive to begin with saving before paying down debt, let’s discuss why these two planks make the best foundation.
July 11, 2024
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Monthly Market and Economic Update - June 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
July 9, 2024
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Weekly Market Update
Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data.
July 8, 2024
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