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Monthly Market Review
December's Market Review Falling interest rates helped spark a remarkable year-end rally, which shifted into overdrive in December when...

Thomas Schorn, CPA•CFP®
Jan 1, 2024


Monthly Market Review
Many clients have taken our bi-annual survey over the last fifteen months, which helps us determine where we can improve. Based on these...

Thomas Schorn, CPA•CFP®
Dec 3, 2023


With Holidays Ahead, Will Consumers Keep Carrying the Economy?
Consumer spending accounts for about two-thirds of U.S. gross domestic product (GDP), so it plays an outsized role in driving economic...

Thomas Schorn, CPA•CFP®
Nov 3, 2023
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