Investment Market
Commentary
3rd Quarter 2025, Investment Market Review
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U.S. stocks advanced during the third quarter, overcoming pockets of volatility fueled by ongoing uncertainty surrounding global tariffs. The S&P 500 finished the quarter just shy of an all-time high and is up 14.8% for the year — a strong showing given the policy headwinds and uneven economic signals investors faced along the way.
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Investing Education
Resources for Investing Education
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We are pleased to offer the following articles for your own edification.
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If you have any questions, please contact us. We happily speak to local groups such as small companies and investment clubs.
Checklist Upon the Death of a Spouse or Loved One (Things you need to do)
Learn About the "SECURE Act" - A Major Overhaul to Retirement Plans
The Value of Premium Wealth Management
Battle Strategy for Your Financial Future
Financial Planning for Newlyweds
Guide to Long-Term Care Insurance
Guide to Your Parents Retirement
Pairing Financial Goals with Socially Responsible Investing
Investment Disclosure: None of the information contained on this web site constitutes a recommendation to buy or sell stocks or other investment products. Material on this web site is presented for informational and/or educational purposes only. Investing involves risk, and is not suitable for all people. Investment risk includes, but is not limited to, the risk of loss of principal. You should seek competent guidance before beginning an investment strategy. Information herein of a factual nature is believed to be accurate, but may contain errors outside of our control.