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Stock Market Recap: November 2024
Articles

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
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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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Articles

Stock Market Recap – February 2025

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

Stock Market Recap: November 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
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2 Things Every Investor Should Know About SECURE Act 2.0

by Randy Holcombe

CFP®, Wealth Manager
Articles

Stock Market Recap: May 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

Stock Market Recap: April 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
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Navigating Estate Taxes: 4 Mistakes to Avoid

by Randy Holcombe

CFP®, Wealth Manager
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Your Financial Guide for a Career Transition

by Melissa Pirosko

MBA, Wealth Manager
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Multi-Generational Legacies: Communicating Your Estate Plan

by Randy Holcombe

CFP®, Wealth Manager
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Disability Insurance Planning for Physicians: Key Facts & Considerations

by Rob Linkowski

Insurance Specialist
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529 Plans: Advanced Strategies for Education and Wealth Transfer

by Zac Saunders

Ed.D., CFP®, AAMS®, Wealth Manager
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3 Considerations to Enjoy Turkey Day 2023

by Sarah Rupp

Developer
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Monthly Market Recap: October 2023

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

The Power of Associations in Your Diet and Lifestyle

by Sarah Rupp

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

by Randy Holcombe

CFP®, Wealth Manager
Articles

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

by Gregory J. Weimer II

CFP®, CPA, President
Insights

Stock Market Recap: January 2025

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

Market Pulse: Quarter 4, 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Articles

Smart Tax Strategies to Keep More of Your Income in 2025

by Gregory J. Weimer II

CFP®, CPA, President
Articles

Protect Your Legacy – Review and Understand Your Beneficiary Designations Today

by Chuck Zuzak

CFP®, Director of Wealth Planning
Articles

Navigating the Maze: Understanding and Maximizing Your RSU & ISO Benefits

by Nathan R. Garcia

MBA, CFP®, Wealth Manager
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How to Optimize Metabolic Health Through Lifestyle

by Sarah Rupp

Developer
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Stock Market Recap: October 2024

by William R. Winkeler Jr.

CFA, CFP®, Chief Investment Officer
Insights

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