What Now? The Positive & Negative Path for the Market in 2023
By John Lau March 1, 2023 – Stocks continued to decline last week amid increasingly hawkish Fed policy expectations while economic data pointed towards stagflationary trends emerging and retail earnings disappointed. The S&P 500 fell 2.61% in February and is now up just 3.40% YTD (S&P 500 was up 6.18% in January). Stocks dropped in […]
Financial Planning For Couples Who Totally Disagree
March 1, 2023 – Principal and Managing Director, Rick Polenske was featured in Financial Advisor Magazine discussing ‘Financial Planning For Couples Who Totally Disagree.’ Polenske shares, “They will have to go home and iron out the differences, but allowing us to ask the important questions gets them to a point of understanding and compromise.” Read […]