by lportee53 | Sep 16, 2025 | Videos
Building on a Strong Foundation Small business owners face unique challenges. Learn about strategies and resources that can help you plan for your future. Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer,...
by lportee53 | Sep 16, 2025 | Videos
Charitable Giving and Your Financial Plan Giving to causes you care about is satisfying, but are making the most of your donations? Watch this video to see how using smart philanthropic strategies can help you maximize the benefits of giving. Registered...
by lportee53 | Sep 16, 2025 | Videos
Are You Ready to Sell Your Home? If you’re thinking about selling your home, knowing when the timing is right and where to start can be a challenge. See what questions can arise and how working with a professional can help you begin the next chapter of your...
by lportee53 | Sep 15, 2025 | Weekly Market Commentary
Weekly Market Commentary September 15th, 2025 Week in Review… Economic data released this past week suggests a mixed but slightly cooling inflationary environment. The Core Consumer Price Index (CPI) for August rose 0.3% month-over-month, with CPI...
by lportee53 | Sep 2, 2025 | Weekly Market Commentary
Weekly Market Commentary September 2nd, 2025 Week in Review… Last week began with a focus on the housing market, where housing starts for July exceeded expectations, reaching 1.428 million new construction starts. However, building permits issued during the same...
