September 2025 Market Update

Historically, September has been the weakest month for U.S. equities, but 2025 bucked the trend as risk assets rose substantially this September. Investing based on past performance (going to cash) would have cost investors this year.

Join Harry, David and Kevin for our September Market Update. As always, if you have any questions, please do not hesitate to reach out to us.

Updating Your Financial Plan

Because life moves fast — with a clear and updated financial plan, you’ll always know where you’re headed, and get there in the most tax and cost-effective way possible.

Join Harry, David and Kevin for our October Educational Video discussing the importance of keeping your financial plan up-to-date. As always, if you have any questions, please do not hesitate to reach out to us.

Debunking Common Myths About Financial Advisors 

Many investors hold misconceptions about financial advisors that can hinder them from making well-informed decisions about their financial future. Take a closer look at five common myths about financial advisors and explore how these professionals can truly help you achieve your financial goals.

Source: Worldsource Wealth Management Inc.

How to Set Financial Planning Priorities 

When it comes to managing their finances, many people start with good intentions but often struggle with a common obstacle—deciding where to begin. Here’s a practical framework for approaching your financial life—starting with a strong foundation and building toward your goals as your stability increases.

Source: AdvisorStream 

Managing Financial Trauma 

Financial trauma runs deeper than debt. These six underlying causes—from generational patterns to systemic inequities—provide a new lens for understanding money-related wounds. Learn how to begin healing your relationship with money by addressing and overcoming financial trauma.

Source: AdvisorStream

Blended Family Finance Dynamics 

Navigating financial dynamics in a blended family can be more complex than addressing financial differences within a traditional nuclear family. Here's some helpful insight on managing money as a blended family.

Source: AdvisorStream