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Stock Market Recap: August 2024
Articles

Stock Market Recap: August 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer

Month in Review What Happens Next: Soft or Hard Landing? The Federal Reserve is poised to cut interest rates in September, the first interest rate cut since they began increasing interest rates in…

Latest Podcast

Estate Taxes: What You Can Control| Season 2, Episode 9
Imagine That
Episode

Estate Taxes: What You Can Control| Season 2, Episode 9

Estate Taxes: What You Can Control | Season 2, Episode 9 In the latest episode…
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Articles

The Power of Associations in Your Diet and Lifestyle

by Sarah Rupp, MS, RD, LDN

Dietitian
Articles

Stock Market Recap: May 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

Tax Planning Tips for the Charitably Inclined

by Zac Saunders

Ed.D., CFP®, AAMS®, Wealth Manager
Articles

Stock Market Recap: April 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

Navigating Estate Taxes: 4 Mistakes to Avoid

by Randy Holcombe

CFP®, Wealth Manager
Articles

Your Financial Guide for a Career Transition

by Melissa Pirosko

MBA, Wealth Manager
Articles

Stock Market Recap: March 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

How to Optimize Metabolic Health Through Lifestyle

by Sarah Rupp, MS, RD, LDN

Dietitian
Articles

Disability Insurance Planning for Physicians: Key Facts & Considerations

by Rob Linkowski

Insurance Specialist
Articles

Multi-Generational Legacies: Communicating Your Estate Plan

by Randy Holcombe

CFP®, Wealth Manager
Articles

529 Plans: Advanced Strategies for Education and Wealth Transfer

by Zac Saunders

Ed.D., CFP®, AAMS®, Wealth Manager
Insights

3 Considerations to Enjoy Turkey Day 2023

by Sarah Rupp, MS, RD, LDN

Dietitian
Articles

Monthly Market Recap: October 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

Monthly Market Recap: September 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

2 Things Every Investor Should Know About SECURE Act 2.0

by Randy Holcombe

CFP®, Wealth Manager
Articles

Stock Market Recap: August 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

Stock Market Recap: July 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Imagine That
Episode

Estate Taxes: What You Can Control| Season 2, Episode 9
Articles

Are you Creating Space? Establishing New Habits

by Sarah Rupp, MS, RD, LDN

Dietitian
Articles

Building a Secure Retirement: The Confluence 401(k) Service Structure  

by Brian Stout

AIF®, CRPS®, Director of Retirement Plan Services
Articles

Stock Market Recap: June 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

Maximize Your Legacy: Don’t Underestimate the Great Wealth Transfer

by Randy Holcombe

CFP®, Wealth Manager
Imagine That
Episode

Finding Opportunities in Life’s Transitions | Season 2, Episode 8
Imagine That
Episode

A Peek Under the Tent: Our Investment Advisory Committee | Season 2, Episode 7

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