- Warren Buffet
Our group specializes in two specific areas. We offer customized personal needs analysis for lifetime planning and customized portfolio management strategies. Managing wealth effectively requires an ongoing commitment to education and adapting to an ever changing tax and market environment. As part of this process we are always restructuring our methodology for managing market risk to help create and sustain wealth. We care more about you and your money than anyone else who doesn't share your last name.
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »
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The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.
Kevin Emmendorfer, AWM
Ashli Welch
Kraig Emmendorfer
October 20, 2025
Market week
May 20, 2022
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