Our advisors share thoughts on what transpired in 2022 and what we are looking forward to in the year ahead! 

It was a tough year for both the stock and bond markets, but 2022 has thankfully passed! Read our January quarterly newsletter to hear Terry’s advice on what to focus on in 2023 and to learn Alex’s thoughts on financial planning levers and which may be best to pull!

We close with year-end updates and pictures from each team member!

When it comes to financial planning and investing, our greatest tool is time. This means we should be less concerned about the day-to-day, but instead focus on continuing habits that move the needle toward our long term goals.