Wealth Matters Newsletters
About the markets and your money
The Return of Inflation (Expectations)?
April 2021 | Discussions about inflation are often reminiscent, invoking memories of the 1970s and 1980s. The inflationary environment of the 1970s/early 1980s was snuffed out by...
What's in the Cards for 2021
January 2021 | Common themes in nearly every conversation I’ve had with clients, friends, and family over the last month were relief and hope: relief that 2020 was coming to an end and hope that...
Policy or Politics?
October 2020 | Over the last several weeks, many conversations we've had about the markets have been focused on the impact of the upcoming elections. "What happens if...
The Road Ahead
July 2020 | One of the biggest challenges investors face is preventing emotion from influencing the investment decision. It’s like being told to ...
Perspective in Challenging Times
April 2020 | Our nation has been faced with some incredible challenges in its relatively short history – revolutions, civil ...
Santa Claus Came to Town
January 2020 | 2019 was a remarkable year for investors. At the time of this writing, with two trading days left in the year, stock and bond markets...
Contact Us
Contact a Team Member
We have dedicated staff that can assist you with applying right over the phone!
Call to get started now!
Visit an Office
Our friendly, knowledgeable office staff can take your application at an office convenient to you.
Use our office locator to find an office near you.