Happy Friday! Giving a major shoutout to our interns for all their hard work! Thank you so much for your help this summer. We will miss you in the fall!
Clients, you should have received our quarterly update last Friday. Don't forget to check your inbox for the full scoop on Q2! If you have any questions, feel free to contact us.
Our CIO @ShanaS621 joined @TeamCavuto on @FoxBusiness where she discussed why she views Bitcoin and Ethereum as different from other crypto assets. Take a listen.
Our CIO @ShanaS621 joined @OJRenick on @TDANetwork where she discussed the short-term economic dislocation as a result of the Delta variant's impact on the economy and why she doesn't expect that to be long term. Take a listen.
Our CIO @ShanaS621 joined @BloombergRadio where she discussed the fact that September and October are historically challenging months and how we might anticipate those difficulties. Take a listen.
Our Director of Financial Planning, Brian Blackwell, discusses getting more education and updating skills before planning to quit your job for @CNBCMakeIt by @AliciaAdamczyk. Take a look! https://t.co/YeLTXRutXc
Our CIO @ShanaS621 joined @TeamCavuto today on @FoxBusiness where she discussed how much outside events really impact the markets. Take a listen to her analysis from earlier today.
Our CIO @ShanaS621 joined @Benzinga this morning where she discussed her expectations for the markets in September and October, along with her thoughts on housing. Take a listen!
Our CIO @ShanaS621 joined @BloombergTV where she discussed her focus on names that will remain consistent and strong regardless of the effects of the Delta variant. Take a listen!
Our CIO @ShanaS621 joined @CVPayne today on @FoxBusiness where she discussed how weak economic data and the continued rise of the delta variant are affecting the overall psyche of the consumer. Take a listen.
Our Director of Financial Planning, Brian Blackwell, shares his tips for investing money if you plan to spend it in 10, 15 or 20 years in this recent piece for @GOBankingrates by @GabyOlya. Take a look! https://t.co/QxoCWxLnyX
Our Director of Financial Planning, Brian Blackwell, shares his tips for investing money if you plan to spend it in 10,15 or 20 years in this recent piece for @GOBankingrates by @GabyOlya. Take a look!
Our CIO @ShanaS621 spoke with @TeamCavuto today where she discussed the tech names driving the market and the Delta variant's effects. Take a listen. @FoxBusines