08/04/2026
Despite a challenging July, the broader investment landscape remains resilient. Learn how recent market developments—from Federal Reserve decisions to AI investments and geopolitical events—fit into the bigger picture and what they could mean for investors moving forward.
July 2026 Market Update: What AI Uncertainty, Higher Yields, and Geopolitical Tensions Mean for Investors
Despite a challenging July, the broader investment landscape remains resilient. Learn how recent market developments—from Federal Reserve decisions to AI investments and geopolitical events—fit into the bigger picture and what they could mean for investors moving forward.
06/30/2026
A thought to take into your Tuesday.
06/15/2026
Markets wasted no time reacting to news of a preliminary U.S.-Iran peace agreement. Stocks climbed, oil fell, and optimism returned. But with key details still unresolved, what should investors be paying attention to now?
What a U.S.-Iran Peace Framework Means for Your Portfolio
Markets wasted no time reacting to news of a preliminary U.S.-Iran peace agreement. Stocks climbed, oil fell, and optimism returned. But with key details still unresolved, what should investors be paying attention to now?
06/12/2026
Come celebrate 150 years of Loveland and 250 years of the United States at the Loveland 4th of July Parade!
Our office is right along the parade route, and we'll be handing out commemorative koozies and ice-cold water bottles while supplies last. Stop by, say hello, and grab yours as we celebrate this historic year together!
06/05/2026
Hometown Proud.
As Loveland celebrates 150 years, we're taking a moment to reflect on our own roots in this community. Our team has called Loveland home for 35 years, and 12 years ago we opened our office right here in the heart of town.
For the past 9 years, we've proudly served clients from our West Loveland Avenue location - watching our community grow and thrive around us.
We're not simply advisors working for a large firm that happens to have an office in Loveland. Loveland is our home base - in fact, we are the largest RIA based in Loveland. It's where our office is, where our team lives and works, and where we've chosen to invest our time, energy, and future.
Loveland is where we've built relationships, supported local initiatives, and put down deep roots. As we look to the future, we're excited to continue growing alongside this community we love, deepening those roots with each passing year.
Here's to 150 years of Loveland, and many more years of being proud to call it home.
06/02/2026
2026 is a milestone year for both our community and our country! As Loveland celebrates 150 years and the United States marks its 250th anniversary, we're proud to join in the celebration.
If you're attending the Loveland 4th of July Parade, stop by Infinity Wealth Counsel along the parade route (433 West Loveland Avenue) to pick up a complimentary ice-cold water bottle and commemorative anniversary koozie. We look forward to celebrating these historic milestones with our community!