Jennifer Sheffler |

As we enter the second half of the year, investors continue to navigate a mixed but generally constructive economic environment. While inflation remains above

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Jennifer Sheffler |

Despite ongoing geopolitical uncertainty in the Middle East, U.S. equity markets reached new highs during May. While periods of strong market performance can

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Jennifer Sheffler |

With the market volatility experienced over the past few months, the S&P 500 has continued to demonstrate resilience, recently reaching new highs. Consensus

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Jennifer Sheffler |

Happy New Year! 

 The markets all finished 2025 solidly in the black despite the April dip that occurred as a result of global tariffs. The historically strong

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Jennifer Sheffler |

December is a great time for reflecting on the past year while preparing for your continued financial health in the new year. This exercise allows us to

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