Position Open: Associate Financial Advisor

Employee title: Associate Financial Advisor Date updated: 2024/2025Reports to: Ryan Gomendi – Partner Financial Advisor Summary of Responsibilities This position provides client support, assists in the day-to-day operations of the firm, as well as technical...
A Financial Checklist You Can Handle

A Financial Checklist You Can Handle

Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The question is, how can you stay motivated to meet your financial goals throughout the year?...
Market Update—Month Ending July 31, 2024

Market Update—Month Ending July 31, 2024

Quick Hits Mixed Month for StocksStock returns were mixed in July.  Bonds PositiveFalling interest rates led to positive bond returns for the third consecutive month.  Inflation Cools Inflation showed signs of continued improvement during the month.  Improving...