We serve mission-driven organizations that serve people.
Our expertise lies in empowering your portfolio to deliver more.
More money. Bigger projects. Better outcomes. Brighter days.
This is more than business. This is moving the world forward.
Stocks: Magnificent Seven Under The Microscope, Slowing The NASDAQ; Federal Reserve Holds Rates, Downplaying Odds of March Move and Regional Banks Face Renewed Concerns
Growth Gets A Gut Check From AI Expectations. The tech- heavy NASDAQ wobbled this week, underperforming the S&P 500 while managing to finish positive by 1.13% on a late week earnings surge.
Read MoreAsset Allocation: January 2024
Large-cap domestic stocks (S&P 500) turned out an impressive 26.2% total return in 2023, the third time in the last five years that the index generated a 20% or greater gain. read more
Asset Allocation: December 2023
As we close in on year-end, there are concerns that the U.S. economy will slip into recession in the new year, and even though inflation remains well above the Federal Open Market Committee’s (FOMC) 2.0% target rate…. read more
Asset Allocation: November 2023
On October 26, the U.S. Bureau of Economic Analysis (BEA) released their initial estimate of Q3 GDP, which showed real GDP grew at an annual rate of 4.9% during the quarter… read more