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Election Note: November 6, 2024
After a long campaign season, with key policy points discussed ad nauseum, the following serves as a status update of several more...

Investment Committee
Nov 6, 2024


Election Commentary: 5 Things to know about the election and your money
During election seasons it is easy to become short-sighted. Anxiety, fatigue and overwhelm all seem to be common emotions

Jeran Van Alfen, CFP®
Nov 3, 2024


If You Love Someone, Buy Life Insurance
Early in my career, I was told that there are two reasons why you buy life insurance. Either 1) you love someone or 2) you owe someone money

Jeran Van Alfen, CFP®
Sep 23, 2024


Fed Note: September 18, 2024
At the September meeting, the U.S. Federal Reserve Open Market Committee decided to reduce the Fed funds rate by -0.50%...

Investment Committee
Sep 18, 2024


Stock Market Note: August 5, 2024
Market selloffs have sometimes started with simple narratives, particularly when one previously-believed story evolves into another.

Jeran Van Alfen, CFP®
Aug 5, 2024


Monthly Investment News July 2024
How is the market doing? Off to a great start… We’re halfway through this year already and so far, so good. Global markets advanced in...

Jeran Van Alfen, CFP®
Jul 20, 2024
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