Where we've been, Where we're going, Together with you!
Date: May 25, 2021
Time: 12:30 pm - 1:15 pm
Location: Zoom Webinar
Recent Posts
May 12, 2022
Market Update
https://youtu.be/bZlieB3WU_A Though the market changes, our commitment to clients does not. Our Chief Executive Officer, Greg Weimer and Director of Investments, Bill Winkeler give you an update on the current market and share insights on how to navigate these times.Read More
Mar 17, 2022
Inflation: A Way Forward
Inflation: A Way Forward by Bill Winkeler, CFA, CFP®, Director of Investments After a long hiatus, inflation has made quite a comeback in everyday lives of consumers around the world. Generally defined as the increase in the prices of goods and services in an economy, inflation had been below historical averages most of the past decade, with the backdrop of a longer-term decline since peaking in the early 1980’s. The COVID-19 pandemic was the catalyst for a revival, initially due…Read More
Jul 29, 2021
Confluence Commentary
5 Benefits of working with a Registered Investment Advisor by Jackson Elizondo Working with a Registered Investment Advisor (RIA) is desirable for high-net-worth individuals, families, and institutions for the personal, unbiased, and tailored advice to their unique financial situation. They have a fiduciary duty to act in your best interest while providing comprehensive financial services to meet your goals. What is an RIA: A Registered Investment Advisor is a firm registered with the Securities and Exchange Commission (SEC) that provides clients…Read More