April 2023 Monthly Market Update

Steve Latham, CFA, CFP® | Chief Investment Officer

In this brief video, our Chief Investment Officer, Steve Latham, reviews the current and historical credit conditions within the U.S. and what that could mean for our economy going forward.

Steve Latham, CFA, CFP® | Chief Investment Officer

In Steve's role as Chief Investment Officer, he strives to make the financial markets' complexities understandable and approachable for his clients. Investing in an ever-changing world requires a stable and repeatable process that can be implemented alongside a well-thought-out financial plan. Steve's background using stocks, bonds, mutual funds, ETFs, and alternatives investments provides his clients with a well-rounded approach towards pursuing their long-term goals. Outside of work, Steve likes to spend his time traveling with his family, playing golf, and trying new restaurants with friends and family.

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April 2023 Monthly Market Update

Steve Latham, CFA, CFP® | Chief Investment Officer

Steve Latham, CFA, CFP® | Chief Investment Officer

Schedule a Quick 15-Minute Call

Learn why you may be able to retire earlier than you think.

Learn why you may be able to retire earlier than you think.