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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
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

Read More
Bill Hastie |

The U.S. equity markets rebounded in July for their first solid month of 2022.  The Dow and S&P 500 gained 6.82% and 9.22%, respectively, while the NASDAQ

Read More
Ryan Hastie, Portfolio and Retirement Plan Analyst |

Current Market Environment

It was certainly difficult to watch most of the major market indices continue their slide into bear market territory. For the

Read More
Bill Hastie |

Looking back to May

The U.S. equity markets experienced some dramatic selling early and mid-May, primarily on concerns of slowing economic growth.  But late

Read More