News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Investing
November 2023 Market Review
The markets took off in November, fueled in part by a drop in intermediate/long term bond yields that served as “rocket fuel.” The trigger? Good news on the inflation front.
December 6, 2023
Phoenix
7th Annual Scottsdale Donation Drive & Golf Tournament
Our 7th Annual Scottsdale Golf Tournament & Donation Drive Benefiting the Sojourner Center was a great success. A huge thank you to our supporting partners and everyone who donated!
December 6, 2023
News
How Recessions Hinder More Than Just Economic Growth
Recessions are complex phenomena with economic, social, and political facets. To understand their impacts, we must look beyond GDP and consider direct and indirect consequences. A holistic understanding can help build resilient economies and societies.
November 30, 2023
Denver
Finding a Denver Financial Advisor Who Meets Your Needs
Financial planning can feel overwhelming, especially if you’re just starting out or you’re moving to a new institution. Here’s how to choose the right Denver financial advisor for your needs.
November 30, 2023
Texas
The Pros and Cons of Retiring in San Antonio, Texas
If your retirement dreams involve sunshine, margaritas, and spending time outside, San Antonio, Texas, may be the spot for you. And why not? There’s a lot to love about an
November 30, 2023
Dallas
Retiring in Fort Worth
With retirement on the horizon, you may have your sights set on a new city. For many, that means heading south to enjoy a Fort Worth retirement. This Texas town
November 30, 2023
