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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Stock analyst at night

2024 earnings: The likely convergence of the “haves and have nots”

 Apr 04, 2024 |Kelly Bogdanova

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

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group of people hiking

High expectations for U.S. equity markets

 Apr 03, 2024 |Jim Allworth

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.

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Nora Yousif

Cash Throwdown Challenge

 Apr 02, 2024 |Nora Yousif

Financial Advisor, Nora Yousif CFP®, CDFA®, challenges you to do more with your cash! Interest rates are at 22-year highs and there are a number of ways to take advantage of this financial environment. Contact us to discover what's best for you.

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