07 Jan Weekly Market Commentary Weekly Market Commentary 12/29/25 The Major Markets felt the holiday spirit as all 6 indices closed higher. Continue Reading
23 Dec Weekly Market Commentary Weekly Market Commentary 12/22/25 The S&P 500 ended the week only slightly higher, barely gaining a tenth of a percent. Continue Reading
Mitchell A. Wood A Christmas Encouragement Whether you are dreaming of a White Christmas, or your home is fully decked with boughs of holly, may you feel a thrill of hope. Continue Reading
22 Dec Client Check-in Newsletter December Newsletter: Business Succession Planning A practical guide for business owners navigating leadership transitions, family dynamics, and long-term financial security. Continue Reading
18 Dec Mitchell A. Wood It’s a Wonderful Life of Inflation Do you ever watch old movies and when they talk about money, it just sort of jumps out to you? Continue Reading
17 Dec Client Check-in Newsletter December Newsletter: Trump Accounts and What You Should Know Here’s how Trump accounts work and how they could factor into your family’s financial picture. Continue Reading