Blog

Steve Latham, CFA, CFPยฎ | Chief Investment Officer

June 2024 Monthly Market Update

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

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Steve Latham, CFA, CFPยฎ | Chief Investment Officer

May 2024 Monthly Market Update

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

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Ty Bernicke, CFPยฎ | President & CEO

April 2024 Monthly Market Update

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

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Ty Bernicke, CFPยฎ | President & CEO

The Juice Is Worth The Squeeze

Vince Lombardi was arguably one of the greatest football coaches of all time. One thing that made Lombardi successful was his relentless focus on the

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Steve Latham, CFA, CFPยฎ | Chief Investment Officer

March 2024 Monthly Market Update

In this brief video, Chief Investment Officer, Steve Latham, CFA, CFPยฎ, provides insights on treasury yields, Federal Reserve expectations, and the potential trajectory of monetary

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Steve Latham, CFA, CFPยฎ | Chief Investment Officer

February 2024 Monthly Market Update

In this brief video, Chief Investment Officer, Steve Latham, CFA, CFPยฎ, discusses wage growth trends, emphasizing the impact of lower-wage earners on the economy and

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