economy

Market Report Q4 2024

The stock and bond markets were mixed over the fourth quarter, though up for the year. Large-company stocks rose 2.4 percent for the quarter, and 25 percent for the year. Small-company stocks were up just 0.3 percent for the quarter, and up 11.5 percent for the year. Foreign stocks lost 8.1 percent for the quarter […]

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Investing with Intent – Fall 2022

Navigating the Rise of Electric Vehicles and Demand for Critical Minerals by Ryan Jones-Casey, CFP®, AIF® Sustainability and the Name Game by Sylvia Panek, AIF® Patagonia Transfers Shares to Planet Earth by Scott Secrest, AAMS® Year-End Planning by Kirbie Crowe, AIF®, CFP® Shareholder Advocacy Review – Fall 2022 by Michael Kramer Market Report – Fall 2022 by Scott Secrest, AAMS® In

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