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Steve Latham, CFA, CFP® | Chief Investment Officer

March 2022 Monthly Market Review

In this brief video, our Chief Investment Officer, Steve Latham, walks through the key topics that moved the market throughout March 2022.

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Blog
Steve Latham, CFA, CFP® | Chief Investment Officer

Russia Has Changed Everything

With one unilateral decision, Russia has taken an already uneasy global economy and flipped it completely on its head.

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Blog
Steve Latham, CFA, CFP® | Chief Investment Officer

February 2022 Monthly Market Review

In this brief video, our Chief Investment Officer, Steve Latham, walks through the key topics that moved the market throughout February.

Read More »
Blog
Steve Latham, CFA, CFP® | Chief Investment Officer

The Challenges Tech Stocks are Facing

Tech stocks, especially the “super cap” tech stocks like Microsoft, Apple, and Alphabet, have held the limelight of the market for the better part of

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Blog
Lindsey Hendrickson

2022 Medicare Premium Adjustments

The new 2022 Medicare premium adjustments are in, and they are substantial.  Medicare Part B recipients will be seeing the most significant dollar increase in

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