Weekly Market Update

In this week’s video, Johann Kroll, CFA, CFP, and Tyson Strachan, MBA, discuss whether the recently announced tariffs were already priced into the market. They also remind everyone to please schedule your spring... View Post

In this week’s video, Nick Schilkey discusses last week’s market performance as well as this morning’s market open. He also touches on Spring Review invitations being mailed out last week. All content is... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the 1099 summary letter which we will be mailing out today. He also touches on a strong week for global equity markets. All content... View Post

In this week’s video, Johann Kroll, CFA, CFP® and Tyson Strachan, MBA, discuss last week’s strong economic data. They also touch on our 1099 letters. All content is for educational purposes only and... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the recently passed Social Security Fairness Act. He also touches on markets and a few items to expect in the coming weeks. All content... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses recent economic data and why it might make the Fed’s interest rate decision more difficult this week. He also touches on a few items... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses a 2014 paper written by Warren Buffet titled, “What You Can Learn From My Real Estate Investments.” He also touches on last week’s geopolitical... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses Trump’s Treasury Secretary pick, Scott Bessent. He also shares a few important reminders for this weekend’s Client Appreciation Hockey Games. All content is for... View Post

In this week’s video, Johann Kroll, CFA, CFP® wishes everyone a Happy Thanksgiving and discusses some interesting research surrounding valuations of different pockets of the market. He also shares that we still have... View Post

In this week’s video, Patrick Gaul, CFP® discusses the market’s take on two FOMC members’ comments from last week. He also touches on housing and consumer sentiment data to be released later this... View Post