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Insights Articles Confluence Spreads Holiday Cheer

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Confluence Spreads Holiday Cheer

This past holiday season, Confluence helped spread the holiday cheer to two wonderful organizations, Auberle and the Light of Life Rescue Mission. Presents were donated to families in the area and winter survival kits were assembled for the homeless.

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Monthly Market Recap: November 2023
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Monthly Market Recap: November 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Month in Review A November to Remember! November was a month to remember for investors: The S&P 500 posted its strongest November since 1980 (rising roughly 9%) and the Barclays Aggregate Bond Index...
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Passing the Torch: Navigating Wealth Transfer | Season 2, Episode 3
Imagine That
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Passing the Torch: Navigating Wealth Transfer | Season 2, Episode 3

Join host and CEO, Greg Weimer, as he speaks with our COO, Gregory Weimer, CFP®…
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