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Merry Christmas!

Dec 22, 2022

Everyone on our team would like to wish you and your family the best during this wonderful time of year. We hope you have a holiday that fills your heart with joy and you are able to enjoy this holiday season in the company of friends and family! We look forward to...

Determine if Your Financial Plan Is on Track for the New Year

Dec 15, 2022

Are you on your way to achieving your financial goals? The end of the year is a good time to take stock of the previous 12 months and to position yourself for success for the coming year. Watch this video to understand ways your advisor can help.

Preparing For Your Year-End Review:

Dec 8, 2022

Rules and Recommendations for ClientsIt is that time of year again: time for us to schedule your Year-End Portfolio Review. To help you prepare for our meeting, I wanted to pass along some tips by making an analogy to what most people already know well: the annual...

Good Use of a Year-End Bonus

Dec 1, 2022

Many companies earmarked 2018 year-end bonuses this past fall – well before the markets reversed course. As such, you may find yourself fortunate: You got a year-end bonus for 2018. Shelve for a moment your visions of exotic trips and instead evaluate how to make the...

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Latest Market News from Around the Web

Personal Finance

American Eagle shares plunge 17% after it withdraws guidance, writes off $75 million in inventory
May 13, 2025
American Eagle said it expects sales to decline 5% in its fiscal first quarter after it saw slow demand and steep discounting.
Hertz shares plummet after company's disappointing first-quarter results, $250 million stock offering
May 13, 2025
Shares of Hertz plummeted Tuesday morning following the company reporting disappointing first-quarter earnings and fleet cuts amid slower bookings and tariffs.
Spirit Airlines introduces extra legroom seats, other perks, in push for premium
May 13, 2025
Spirit Airlines announced it will offer new premium options for its travelers, including an extra-legroom seating option and a two-free-checked-bags policy.
YouTube will stream NFL Week 1 game in Brazil for free
May 13, 2025
The NFL's Week 1 game between the Kansas City Chiefs and the Los Angeles Chargers in Brazil will be streamed for free on YouTube for the first time ever.

Investment

Coinbase's entry into S&P 500 is a watershed moment for crypto industry, analysts say
May 13, 2025
On Monday evening, S&P Dow Jones Indices said Coinbase will be added to the benchmark S&P 500 stock index before trading begins on May 19.
AI powerhouse Nvidia to lead the 'idiosyncratic' growth area of the market, portfolio manager says
May 13, 2025
David Wagner, Aptus Capital Advisors portfolio manager and head of equities, talks about three stocks on the move in Tuesday's session.
Midcap stocks are seeing a resurgence. These names have solid dividend histories
May 13, 2025
A subset of smaller companies has outperformed in recent weeks, and a few pay sweet dividends.
Josh Brown bought more shares in this restaurant software firm that's up more than 20% in 2025
May 13, 2025
"I bought the name right before the numbers because I like when you see strength going into the numbers," Brown said.

Stock Market

Stocks making the biggest moves midday: Nvidia, Boeing, Coinbase, First Solar and more
May 13, 2025
These are the stocks posting the largest moves midday.
Stocks making the biggest moves before the bell: UnitedHealth, Rigetti Computing, Coinbase, Hertz and more
May 13, 2025
These are the stocks posting the largest moves in premarket trading.
Stocks making the biggest moves midday: Amazon, Alibaba, Merck, Five Below, Nike and more
May 12, 2025
These are the stocks posting the largest moves in midday trading.
Stocks making the biggest moves premarket: Nvidia, Best Buy, Eli Lilly, Tesla, Amazon and more
May 12, 2025
These are the stocks posting the largest moves in premarket trading.

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