The stock market reaching new highs has become familiar news this year and as investors we have been experiencing positive…

You probably received a quarterly statement recently showing your progress in your retirement plan for the last 3 months. As…

It’s October which means open enrollment season for your benefits at work is approaching. Choosing the right benefits can be…

It is already October! For me it feels like this year has at times flown by and at other times…

Last Week’s Market: The S&P 500 finished up a half a percent last week as stocks continue their steady…

Summer is here! At this point in June, most of us have adjusted to those younger humans that are around…

Recent Portfolio Moves: Yesterday some changes were made to your portfolio through rebalancing our models to the allocation appropriate…

Last Week’s Market: Last week marked the 100th trading day for the year and so far stocks have shown strong…

Last Week’s Market: We saw the first sizable market pullback since September of last year as the S&P 500…

Washington Report

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