Broker Check

Newsletter

Market Recap

Market Recap

The S&P 500 Index gained +10.5% in April, recovering its March decline and setting a new high. Communication Services led all S&P 500 sectors with a +18.5% return, followed by Technology (+17.5%) and Consumer Discretionary (+11.7%). Nine of eleven sectors traded higher as stocks recovered from the March selloff, but eight sectors underperformed the index as mega-cap stocks drove the bulk of the gains.

What is a Continuing Care Retirement Community, and is it right for me?

What is a Continuing Care Retirement Community, and is it right for me?

What Is a CCRC, and How Is It Different From Other Senior Living Options?

A continuing care retirement community, also known as a life plan community, is an integrated system that provides independent living with on-campus access to assisted living, memory care services, and skilled nursing as a resident's needs change over time.

Firm Updates

Firm Updates

The US Stock market and our office will be closed on Friday, June 19 in observance of the Juneteenth.

Upcoming Events

Sept. 9th at Noon - Social Security Virtual Lunch & Learn

Begin planning your Social Security strategy now. The sooner you start, the better prepared you can be.

Coming soon...

Stay tuned!