Q3 2021 Global Asset Allocation Views

Q3 2021 Global Asset Allocation Views Market Review Stocks hit new highs as pandemic recedes – equity markets were finally able to hit new highs in June after trending sideways during the first part of the quarter.  The latest grind higher was led by big tech after...

Teach Your Children Well

Several of the people in our office have college-age children as do our clients, so conversations around topics to prepare us for when our children enter the work force full-time occur frequently. In general, we find that the young people want to be independent and...