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Market Recap: August 2025

September 2, 2025

William Winkeler Jr.

by William Winkeler

CFA, CFP®, Chief Investment Officer

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by Marissa Dinello

Gregory Weimer II

by Gregory Weimer

CFP®, CPA, President

Greg Weimer

by Greg Weimer

Chief Executive Officer, Chairman

Market Recap: July 2025

August 1, 2025

William Winkeler Jr.

by William Winkeler

CFA, CFP®, Chief Investment Officer

Chuck Zuzak

by Chuck Zuzak

CFP®, Director of Wealth Planning

Chuck Zuzak

by Chuck Zuzak

CFP®, Director of Wealth Planning

William Winkeler Jr.

by William Winkeler

CFA, CFP®, Chief Investment Officer

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by Brian Stout