March Market Recap & Prediction vs. Preparedness
Over the past few years, the stock market has struggled at times. It declined for most of 2022, rallied for the first half of 2023, and then fell again in Q3 2023.
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We understand that it's not about the money, it's about what the money can do for you. We'll always treat your investments like we treat our own: the best we can.
Our advisors walk you through all the moving pieces of a comprehensive plan, finding you the best options to reach your goals.
Has managing your business become too much to handle alone? We can help. Hundreds of businesses -and their owners!- have benefitted from our guidance.
Complicated tax return? Our experienced CPAs work to customize tax strategies for your situation, so you can keep more of the money you've earned.
You didn’t start a business because you wanted to spend hours doing payroll and bookkeeping. But we did! Let us take those items off your to-do list.
We understand that it's not about the money, it's about what the money can do for you. We'll always treat your investments like we treat our own: the best we can.
Over the past few years, the stock market has struggled at times. It declined for most of 2022, rallied for the first half of 2023, and then fell again in Q3 2023.
Over the past 75 years of stock market history, there are dozens of stories of companies that started small but grew into dominant forces that changed the world.
On January 19th, the S&P 500 closed at 4,839.81 – a new all-time high. This made headlines because it was the first record high in over two years.