February 11, 2019
RESEARCH
Key Takeaways from Fourth Quarter Earnings | Weekly Market Commentary | February 11, 2019
Earnings growth for the fourth quarter is tracking to a solid 17%, above prior estimates but below the pace of
RESEARCH
Feeling Confident? | Weekly Economic Commentary | February 11, 2019
Consumer confidence has dropped sharply, primarily from what we see as temporary factors. Source: WEEKLY COMMENTARY
BLOG, Financial Planning
What to Expect After Your First Visit With Your Financial Advisor
What happens after your first visit with your financial advisor sets the course for your future investment strategy and goal setting. Here’s what you should expect to happen after that initial discovery meeting.