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Is your portfolio too tech heavy?
Ty Bernicke, CFP® | President & CEO

July 2024 Monthly Market Update

In this financial market update, President and Executive Wealth Manager, Ty Bernicke, CFP®, discusses the differences between major stock market indices (Dow, S&P 500, Nasdaq)

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Steve Latham, CFA, CFP® | Chief Investment Officer

June 2024 Monthly Market Update

In this financial market update, Chief Investment Officer, Steve Latham, CFA, CFP®, analyzes how Nvidia’s remarkable stock performance is influencing the S&P 500. https://youtu.be/4yRU1kCmFyc

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Steve Latham, CFA, CFP® | Chief Investment Officer

May 2024 Monthly Market Update

In this brief video, Chief Investment Officer, Steve Latham, CFA, CFP®, explores the potential of stagflation and analyzes its impact on the economy. https://youtu.be/dQLM4fdCeR0  

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Ty Bernicke, CFP® | President & CEO

April 2024 Monthly Market Update

In this brief video, President and Executive Wealth Manager, Ty Bernicke, CFP®, discusses the performance of the S&P 500 Index, the significance of the price-to-earnings

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