The Fed raised rates to try to bring down inflation as economic data continued to be strong. Chief Investment Officer Brent Schutte explains the data and why it calls for a measured approach. https://t.co/ybhE6jVRrj
Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together. https://t.co/PX6gApqNpN
🚨 Birthday Alert! 🚨
Please join us in wishing a VERY Happy Birthday to one of our favorite teammates @MarissitaG ! 🎉🎂🎈
May your year ahead be filled with success, happiness, great adventures, and plenty of birthday cake! 🎂🎁🥳
Enjoy your special day, you deserve it! 🎊
Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here are smart ways to help build their future while protecting yours. https://t.co/7QDbWqcFGI
Today we remember and honor those we lost. We reflect on the courage, sacrifice, and unity that followed, and the impact that continues to shape us today. #NeverForget
For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future. https://t.co/qyZ191PCBS
A one-second pause before you buy something can be enough to notice whether it's actually going to make you happier or feel good just for a minute. If you want help building a financial plan around what actually matters to you, that's exactly what we’re here for.
I’m proud to take a moment to acknowledge and celebrate all workers across this great land. The work they do paves the way for a brighter future far and wide. #LaborDay
The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. https://t.co/2E2LOYLwkk
Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. https://t.co/nEn3Y22sjI
Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data���and why diversification continues to matter for long-term investors. https://t.co/7GzntETg3A
When life feels like a lot, listen to your inner voice. Especially if it’s telling you to reach out to me so we can get started on your financial plan.
Stocks moved higher as stronger economic data and corporate earnings helped offset concerns about a softer labor market. See what this week’s market moves could mean for your financial plan. https://t.co/r4HYy9a2qO
Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan ahead so seasonal expenses don't throw off your bigger financial picture. https://t.co/cJaj0PVKDd