First, and foremost, we are responsible to our clients. Every individual has a unique history and that history must be understood. We believe listening to each clients’ individual needs, goals and concerns is imperative. Our team strives to equip our clients with the knowledge and confidence to make suitable decisions for themselves and their families. We strive to review every aspect of a client’s situation. When necessary, we collaborate with the clients’ families and other resources such as accountants and attorneys. Having your financial house in order is an ongoing process. We continue to review changes in clients’ circumstances to determine if something has affected their current strategies, and offer proactive recommendations.
Our goal is to act with transparency and integrity with the motto, “We do what is right for our clients, always.” We want our clients to have the peace of mind knowing someone is looking out for them.
Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.
May 6, 2024
Market week
