Weekly Market Update

In this week’s video, Patrick Gaul, CFP® discusses the “1099 Letter” our office will be sending out this week. He also touches on when you can expect various tax forms to be generated... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses how markets are responding to the capture of Venezuelan president Nicolas Maduro. He also touches on a few items the team will be working... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the slew of retroactive economic data that was received last week. He also touches on updated 2026 contribution limits and wishes everyone a Merry... View Post

In this week’s video, Tyson Strachan, MBA and Nick Schilkey discuss last week’s Fed meeting that resulted in another 0.25% rate cut. They also touch on economic data to look for this week.... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses Wednesday’s Fed meeting, and shares some narratives as to why longer term interest rates are not moving with rate cuts. He also touches on... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses why this year’s strong market performance makes sense in hindsight. He also touches on this weekend’s Client Appreciation hockey games regarding receiving tickets, parking,... View Post

In this week’s video, Johann Kroll, CFA, CFP® wishes everyone a Happy Thanksgiving. He also touches on AI valuation concerns and reminds everyone to RSVP to the Client Appreciation Hockey Games if you... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the recent lawsuit involving NASCAR legend Kyle Busch, and a subpar life insurance policy he was sold. He also touches on last week’s market... View Post

In this week’s video, Patrick Gaul, CFP® discusses Friday’s release of the University of Michigan’s consumer sentiment survey. He also touches on last week’s market and rumblings of progress toward ending the government... View Post

In this week’s video, Patrick Gaul, CFP® discusses the expected retirement plan contribution limits for 2026. He also touches on last week’s Fed meeting and expectations for December’s meeting. As always, please do... View Post