facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Financial and Tax Planning Resources

Unraveling the Threat of Deepfakes Thumbnail

Unraveling the Threat of Deepfakes

Discussion regarding the many facets of AI (Artificial Intelligence) is spreading around the world. Several fears are being expressed about AI in general, but one serious threat that has come to fruition is the Deepfake.

Read More
2024 - Q1 Quarterly Keynote Thumbnail

2024 - Q1 Quarterly Keynote

The first quarter ended with a new high for the S&P 500. Earnings growth expectations helped fuel the rally, which kept going despite higher interest rates. Higher rates pushed bond prices lower, resulting in a small loss for the Aggregate index, though our clients’ exposure to shorter-term corporate bonds and alternative funds typically resulted in a gain.

Read More