We were fortunate to have the opportunity to have an article written about our team and placed in these well known publications: Fortune, Entrepreneur, Bloomberg Businessweek, & Time. We are excited to share our passion for financial stewardship and our services...
September was a bad month for markets, which were down between 8 percent and 12 percent for the month both here and abroad. The decline was driven by interest rates, which rose sharply. Despite the market pullback, there was some positive data for the last quarter....
After a strong rebound in July, markets pulled back again in August. U.S. and developed international markets ended the month down by 3 percent to 5 percent, and fixed income declined. The primary driver here was rising rates. Higher rates provide for lower stock...
Gabe Lapito has been named to Forbes Top Next-Gen Wealth Advisors for 2022. This is the 6th consecutive year to receive this honor. The list was published on 8/3/2022. 2022 Forbes Top Next-Gen Wealth Advisors, created by SHOOK Research. Presented in Aug 2022 based on...
Presented by Gabe Lapito, CFP® and Ryan Gomendi, CFP® As inflation has risen and stock prices have fallen, we’ve heard a lot of buzz about a bear market recently. And now we’re officially here. Traditionally defined as a period during which stock prices fall 20...
This article was written by a colleague of ours, Christopher Rivers, and we felt was timely and helpful in these times. A Real Cool Hand My favorite movie for many years was the 1967 Paul Newman classic Cool Hand Luke.* It’s a fairly straightforward tale of...
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