Ryan Hastie, Financial Advisor |

June saw the first half of 2023 end on a high note, with all three major indices up for the month. For June, the Nasdaq climbed 6.61%, while the Dow Jones

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Bill Hastie, Managing Partner |

Volatility from the first quarter of the year continued throughout April and May, mostly attributable to the prolonged debt ceiling negotiations between

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Bill Hastie, Managing Partner |

The investment markets so far in 2023 continue to battle a tsunami of economic data.  Top of mind has been inflation and the Federal Reserve’s (Fed) actions to

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Haley Hitchman, Partner |

Even with fears of a regional banking crisis and the Federal Reserve continuing to raise interest rates, March proved to be a strong month for both the equity

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Ryan Hastie, Financial Advisor |

January started the year on a good note for investors, with stocks up for the month on feelings of a possible pivot by the Federal Reserve (Fed). Although the

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Haley Hitchman, AIF®, CPFA |

It’s been a solid start to the 2023 year, with the markets continuing to accelerate throughout January with positivemovement on the struggle against inflation

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Bill Hastie |

2022 was a very rough year for investors worldwide.  There were virtually no broad market indices spared from the carnage, including large, mid, and small cap U

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Bill Hastie |

The U.S. equity markets enjoyed a successful November with broad gains seen across all three major indices.  The Dow saw the largest gain of 6.0%, while the S&P

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Bill Hastie |

Following a dismal September, the U.S. equity markets posted a solid recovery as corporate earnings came in better than expected.  Not that earnings were good

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Bill Hastie |

The investment markets in September once again fell victim to a hotter-than-expected consumer price index (CPI) report and the action taken by the Federal

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Bill Hastie |

A late month slide in the U.S. equity market pushed all three major indices into the red in August.  The Dow declined 3.72%, while the S&P 500 lost 4.08% for

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Melissa Martin, Certified Intuitive Eating Counselor, Certified Pilates Instructor |

Growing up in the Salinas Valley, I was very fortunate to see first hand how my food was grown and where it came from. Driving down Highway 68, I not only got

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