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...
Presented by SRP Retirement—Quick Hits Stocks Rally in September to Cap Off Strong Third Quarter Stocks continued to rise in September as improving fundamentals and lower interest rates supported returns. Strong Quarter for BondsSeptember capped off a strong...
Leaving the workforce and transitioning into retirement is a significant milestone in life. For many, it marks the end of a steady paycheck, and the beginning of a phase where managing finances becomes crucial. This transition often brings about a wave of emotions and...
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?...
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...
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