Fears of a major conflict between Russia and Ukraine/NATO intensified over the past week as White House officials urged all... read more →
With 56% of companies (worth 73% of market capitalization) of the S&P 500 index having reported results for Q4 2021,... read more →
The questions I am getting from clients now are focused almost entirely on three specific things: (1) the equity market... read more →
From January 4th, the S&P 500 has fallen close to 10%. A monthly decline of this magnitude has occurred 15... read more →
The American population continues to age, and more and more baby boomers are entering their twilight years. Every day, 10,000... read more →
Our Chief Compliance Officer has put together a summary of the fiduciary advice exemption PTE 2020-02 for our own Wealth... read more →
The blue line, green line, purple line, and red line below all say that midterm election years get more and... read more →
I have four predictions for 2022 – here goes: The Fed is going to raise interest rates. Maybe the most meaningless... read more →
Carl Noble, Senior Vice President of Investments and Sauro Locatelli, Director of Quantitative Research, of Congress Wealth Management join us... read more →
Making the decision to breakaway from a wirehouse or larger firm can be a daunting one. There are many things... read more →