We are very excited to finally reveal our BRAND NEW office to you all. Join Adam, Tony, and Kelsey...Read More
Category: Everything Else
Time For Retirement…Now What? – Our Co-Founder and COO shares how tragedy changed how he approaches retirement with clients.
Last month, our COO, Tony Hixon, was featured on MarketWatch in an article on how financial advisors have dealt with personal tragedy. As you can imagine, this is not his favorite story to share, but at the same time, it is an...Read More
Last week, stocks rose but floated within a narrow trading range. By Friday, however, both the...Read More
Stocks continued their advance on generally strong earnings reports this week despite the GDP...Read More
Last week, major indexes experienced losses for the second week in a row, with the S&P 500...Read More
Where should we send your guide?
- Special Update: Quarterly Report – Weekly Update for July 6, 2020
- Rise in Cases Inspires Turbulence – Weekly Update for June 29, 2020
- U.S. Economy Gains Momentum – Weekly Update for June 22, 2020
- Markets React to Fed Report – Weekly Update for June 15, 2020
- Recovery Optimism Builds – Weekly Update for June 8, 2020
Address: 101 W. Sandusky Street, Ste. 301, Findlay, OH 45840