Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.
Rocco Bonazza - Capital Strategies
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I obtained my MBA in Finance from the University of St. Thomas to focus on a career in financial services.
I focus on helping my clients develop a comprehensive, financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives by providing them with a clear understanding of their financial goals. I focus on helping my clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term o
Let’s connect on how this downloadable assessment can help drive a conversation with you and your clients to help address potential gaps in their financial strategy.
If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.
Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.
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Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.
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