Shane Fleury, CFA Shane Fleury, CFA

Market Message from the CIO

Since the lows in stock indices on February 7th, markets have roared back roughly 8%. Despite the rally, most investors will be opening their first statements showing a monthly loss in quite some time.

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Ken Armstrong, CFP®, RICP®, ChFC®, CLU®, CASL®, CLTC Ken Armstrong, CFP®, RICP®, ChFC®, CLU®, CASL®, CLTC

Thoughts from the CEO

Why do I do what I do?

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Shane Fleury, CFA Shane Fleury, CFA

Monday Update

The "perfect week", and new highs for crypto...

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Shane Fleury, CFA Shane Fleury, CFA

Monday Update

Earnings season heats up this week with several notable companies reporting 3rd quarter earnings starting with Netflix after the close today.

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Shane Fleury, CFA Shane Fleury, CFA

Weekly Commentary

The greatest financial expiriment in the history of the world is entering the final stages!

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