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Stock Market Recap: November 2024

Stock Market Recap: November 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Month in Review Heading into 2025 This year has been another strong year for equity markets, particularly US large-cap stocks. For example, the S&P 500 has made over 50 all-time highs in 2024,…

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The Heart Behind Confluence Coats for Kids

Imagine That

The Heart Behind Confluence Coats for Kids

In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits…

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Retirement Planning Tips for a More Comfortable Future

by Chuck Zuzak

CFP®, Director of Wealth Planning

A Strategic Approach to Balancing College Costs and Retirement Goals

Market Pulse: Quarter 1, 2025

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Stock Market Recap – February 2025

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Stock Market Recap: November 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

2 Things Every Investor Should Know About SECURE Act 2.0

by Randy Holcombe

CFP®, Wealth Manager

3 Considerations to Enjoy Turkey Day 2023

by Sarah Rupp

Developer

The Power of Associations in Your Diet and Lifestyle

by Sarah Rupp

Developer

Stock Market Recap: May 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Stock Market Recap: April 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Navigating Estate Taxes: 4 Mistakes to Avoid

by Randy Holcombe

CFP®, Wealth Manager

Monthly Market Recap: October 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Multi-Generational Legacies: Communicating Your Estate Plan

by Randy Holcombe

CFP®, Wealth Manager

Disability Insurance Planning for Physicians: Key Facts & Considerations

by Rob Linkowski

Insurance Specialist

529 Plans: Advanced Strategies for Education and Wealth Transfer

by Zac Saunders

Ed.D., CFP®, AAMS®, Wealth Manager

Your Financial Guide for a Career Transition

by Melissa Pirosko

MBA, Wealth Manager

5 Tips to Boost Employee Engagement in Your 401(k) Plan

by Brian Stout

AIF®, CRPS®, Director of Retirement Plan Services

Rethinking Compounding: A Dual Lens on Wealth and Life

by Zac Saunders

Ed.D., CFP®, AAMS®, Wealth Manager

Strategic Charitable Giving Made Simple: A Guide to Qualified Charitable Distributions and Donor-Advised Funds

by Gregory J. Weimer II

CFP®, CPA, President

Generational Wealth Isn’t Built Alone: Why Family Meetings Matter

by Greg Weimer

Chief Executive Officer, Chairman

Market Pulse Monthly: April 2025

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Protecting Your Business Legacy: The Importance of Succession Planning

by Greg Weimer

Chief Executive Officer, Chairman

5 Key Steps to Help Ensure Your Financial Plan Informs Your Investments

by Randy Holcombe

CFP®, Wealth Manager

Understanding the Role of a Registered Investment Advisor (RIA) and What It Means for You

by Gregory J. Weimer II

CFP®, CPA, President