05/30/2026
Markets pressed higher this week! Guess what we did? TUNE IN TO FIND OUT!
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05/27/2026
Please join us in celebrating Carol on her work anniversary! 🎉 We’re grateful for the knowledge, dedication, and heart she brings to the team each day. Here’s to all she’s accomplished and the many lives she’s impacted along the way.
Happy work anniversary, Carol! 👏
05/18/2026
The April edition of The BIG Report is now available to read online. This issue covers recent market movement, global uncertainty, oil prices, inflation, and David’s perspective on the current economic environment.
Our clients and newsletter subscribers received this first. If you’d like to receive future editions directly, send us a message and we’ll be happy to add you to the list!
Read the April edition here:
The BIG Report: April 2026 “War …. What is it good for? Absolutely nothing”. For all of you that only know this quote through Elaine from a Seinfeld episode, it’s NOT Tolstoy. It’s actually from a song recorded by Edwin Starr that sat at number 1 atop the U.S. Billboard top 100 songs for three consecutive weeks back...
05/16/2026
Things are looking amiss under the surface of the market. How so? TUNE IN TO FIND OUT!
05/11/2026
Happy Small Business Month to our clients and community partners! We see the hard work you do, the risks you take, and the countless hours you pour into serving our community. We’re grateful to work alongside so many passionate business owners and leaders every day. 👏
05/09/2026
We used the F word on the podcast this week! How so? TUNE IN TO FIND OUT!
05/02/2026
We’re enjoying our day at Dover Days and getting to see so many familiar faces from our community! Stop by and say hello. We’d love to chat with you 😊
05/02/2026
Markets pushed higher this week ignoring some big behind the scenes narratives. What narratives? TUNE IN TO FIND OUT!
04/27/2026
Marketing put Daniel on the spot and asked, "What’s one money habit that changes everything?" 👀 No warning… but we think he did pretty well! 👏
For informational purposes only. Not financial advice.
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