Please click on the link below to learn what our advisors have to say about the first half of 2023 and thoughts to consider for the remainder of the year.

With many folks inclined to charitable giving at the end of year, this quarter’s newsletter features valuable insights from Alex Greene on various strategies to consider, while Terry provides his take on the markets. Be sure to check out the “Around the Office” for information about our next client appreciation event, and you can also get to know Landon Mundell in our team member spotlight!

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.