Archive
Archive for January, 2024
2023 Q4 Review and Outlook – The Dog That Didn’t Bark
Markets finished the year with a powerful surge as stocks (as measured by the S&P 500 SPDR ETF – SPY) gained 11.6% during the fourth quarter. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) increased 6.8%, and a 60% stock/40% bond portfolio booked a 9.7% total return. For the…
Julianne Naff Recognized in The Roanoker with 40 Under 40 Award
We’re pleased to announce that Julianne Naff, Senior Vice President, Client Administration and Regional Manager West, has been recognized among the Top 40 Under 40 from The Roanoker magazine. Selected from a record number of submissions, Julianne stood out for her outstanding professional achievements, leadership skills and a high level of community involvement. We are…