Perspectives on Portfolios Amid Market Volatility 

Perspectives on Portfolios Amid Market Volatility 

When the stock markets are in the news because of a downturn, people often wonder if there is something they should be doing to mitigate the losses. There are several common questions we hear: Is my money dropping like the market? How is my portfolio positioned? How...

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Key Financial Data 2025

Key Financial Data 2025

If you are interested in the new numbers affecting 2025 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions. 2025 Key...

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Artificial Intelligence Coming to Life

Artificial Intelligence Coming to Life

Artificial Intelligence (AI) has been evolving for over 75 years, starting with Alan Turing’s groundbreaking work in 1950 and the coining of the term "AI" in 1956. Its major breakthrough came in 1997 when IBM's Deep Blue defeated chess champion Garry Kasparov,...

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Election Season: Easing Investor Angst

Election Season: Easing Investor Angst

During election season, an overwhelming barrage of messages inundate us. News networks provide an endless supply of political reporting. Video ads stream continually on our televisions, computers, billboards, and devices. It is nearly inescapable. The messages...

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Marymount Client Appreciation

Marymount Client Appreciation

We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...

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