Insights Articles Fit Company Challenge

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Fit Company Challenge

Confluence Financial Partners recently participated in the Fit Company Challenge. Our associates had a great time encouraging one another to reach his/her individual fitness goals.

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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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