Coffee & Conversation: Charitable Gifting 101
Coffee & Conversation Charitable Gifting 101 In this edition of Coffee & Conversation, Dianne Nolin, CFP®, CDFA®, Managing Partner & Private Wealth Advisor, and Alyce Phinney, CDFA®, Private Wealth Advisor […]
[Market Recap] Cup of Joe: November 2024 Market Update
Cup of Joe Markets in November As the end of the year approaches, it’s a great time to assess your financial strategy and ensure you’re maximizing key opportunities. In this […]
[Market Recap] Cup of Joe: October 2024 Market Update
Cup of Joe Markets in October A teammate of mine recently posed a simple question, “Why not just put everything [in a 401K account] in one fund, like the […]
[Market Recap] Cup of Joe: September 2024 Market Update
Cup of Joe Markets in September Pulse of the Market Stock Performance in 2024: The market has shown solid performance so far this year. The S&P 500 is up 16.5%, […]
[Market Recap] Cup of Joe: July 2024 Market Update
Markets in July We’re now at the halfway point of 2024, and the returns for asset classes are spread across the spectrum. Large Cap US stocks are leading the way […]
[Market Recap] Cup of Joe: June 2024 Market Update
Markets in June Chasing performance can be a dangerous game. NVDA now has a market cap above $3T. Almost $2T of that has been added this year alone. At $3T+, […]
[Market Recap] Cup of Joe: May 2024 Market Update
Markets in May Headlines have dominated the market the past two months and the week-to-week market direction has been manic. $10,000 invested in the S&P 500 in 1970 grew […]
[Market Recap] Cup of Joe: April 2024 Market Update
Markets in April March saw stock markets rise again with the S&P 500, NASDAQ, and DJIA indexes all closing Q1 at or near all-time highs. But there’s a lot […]
[Market Recap] Cup of Joe: March 2024 Market Update
MARKETS IN MARCH The connection between stocks & interest rates. Stocks have an inverse relationship with interest rates. When rates are rising, that is seen as a headwind […]
[Market Recap] Cup of Joe: February 2024 Market Update
MARKETS IN JANUARY Asset classes were mixed in January. US large cap and Intl stocks were slightly positive, while mid and small cap stocks gave back some gains from […]
