Broker Check


Wednesday, February 28, 2024

Perspective on the Magnificent 7 and Valuations February 28, 2024 Andrew Lewis, CIMA®, CMFC® , AAMS® Managing Principal The stock market continues to reach new heights, driven by a stronger-than-expected economy and the...

Wednesday, February 28, 2024

Thursday, January 11, 2024

Stock and bond markets struggled during the first trading week of 2024 as investors questioned the probability of a "soft landing" and what it may mean for the timing and size of Fed rate cuts later this year. The S&P 500 and Nasdaq...