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Market Note: April 3, 2025
Financial markets were on pins and needles as ‘Liberation Day’ approached on Wednesday, after a volatile few weeks of uncertainty...

Investment Committee
Apr 3, 2025


Monday Market Review: March 31, 2025
Economic data included a slight upgrade to U.S. GDP for Q4, and positive news for durable goods orders and a variety of real estate sales...

Investment Committee
Mar 30, 2025


Fed Note: March 19, 2025
At the March meeting, the U.S. Federal Reserve Open Market Committee voted to keep the Fed funds policy rate unchanged at the current...

Investment Committee
Mar 18, 2025


Market Note: March 4, 2025
In a continuation of last week, U.S. financial market sentiment has continued to weaken, largely due to the headline news about...

Investment Committee
Mar 4, 2025


Monday Market Review: March 3, 2025
Economic data included U.S. GDP for Q4-2024 coming in unchanged, but Q1 expectations were revised downward.

Investment Committee
Mar 2, 2025


How to Roll Over Your 401(k): A Step-by-Step Guide
When you leave a company, rolling over your 401(k) can seem like just another thing that you don’t want to worry about, but...

Jeran Van Alfen, CFP®
Feb 12, 2025
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