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market update
Steve Latham, CFA, CFP® | Chief Investment Officer

February 2024 Monthly Market Update

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

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January 2024 Monthly Market Update
market update
Ty Bernicke, CFP® | President & CEO

January 2024 Monthly Market Update

In this brief video, President and Executive Wealth Manager, Ty Bernicke, CFP®, discusses expiring tax law strategies and what you can do now to potentially

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Steve Latham, CFA, CFP® | Chief Investment Officer

December 2023 Monthly Market Update

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

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november 2023 market update thumbnail with steve latham in a suit smiling
Steve Latham, CFA, CFP® | Chief Investment Officer

November 2023 Monthly Market Update

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

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Ty Bernicke, CFP® | President & CEO

October 2023 Monthly Market Update

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

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fed's impact on mortgage rates featured image
Steve Latham, CFA, CFP® | 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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reviewing the feds interest rate policy featured image
Steve Latham, CFA, CFP® | Chief Investment Officer

August 2023 Monthly Market Update

In this brief video, Steve reviews the Fed’s interest rate policy and how the central bank is working to achieve its dual mandate of price

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