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Steve Latham, CFA, CFPยฎ | Chief Investment Officer

December 2023 Monthly Market Update

In this brief video, our Chief Investment Officer, Steve Latham, CFA, CFPยฎ, highlights stock market performance, inflation trends, and employment outlook as we head into

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Steve Latham, CFA, CFPยฎ | Chief Investment Officer

November 2023 Monthly Market Update

In this brief video, our Chief Investment Officer, Steve Latham, CFA, CFPยฎ, discusses the impact of real interest rates on the stock market’s performance, recent

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Ty Bernicke, CFPยฎ | President & CEO

October 2023 Monthly Market Update

In this brief video, President and Executive Wealth Manager, Ty Bernicke, CFPยฎ, discusses economic concerns, soft landing talk, consumer finance shifts, loan delinquencies, tighter bank

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Steve Latham, CFA, CFPยฎ | Chief Investment Officer

September 2023 Monthly Market Update

In this brief video, Steve discusses how higher interest rates have impacted mortgage rates and the overall U.S. housing market. https://youtu.be/NYWYAvJ8edU

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Ty Bernicke, CFPยฎ | President & CEO

July 2023 Monthly Market Update

In this brief video, President and Executive Wealth Manager, Ty Bernicke, CFPยฎ, examines signs that imply both the consumer and the real estate market are

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