The opening quarter of 2024 has brought with it some unexpected results for investors, and we wanted to share our thoughts on what has recently transpired and what lies ahead. Including the final three months of 2023 up until this point in the year, the SP500 Index has grown by […]
2023 was a turbulent year in the global economy but by and large, it was a positive year for growth. Where do we see opportunity in 2024?
An opportunity for attendees to learn healthy financial habits and a chance to revisit any financial or estate planning topics that they need to address.
The Beverly Gran Prix was a fantastic afternoon of world class cycling, family activities and a buzzing atmosphere Saturday, September 10th. US Advisory was a proud sponsor of the first annual Kids race and the Community Race as well. We are always looking for ways to give back to the […]
The charts below should give you some perspective on how a challenging market drawdown can certainly cause some short-term concern but should not be seen as a reason to panic. The markets are resilient and so are your portfolios. What happens after the market sees a decline of >10% in […]
There is obviously quite a bit going on both locally and globally in this last full week of February that has our focus. We have been talking to all our clients constantly about risk in the market – about how risk is always there to some degree in life and […]
Our second edition of our Meet the Managers Series took place virtually during the third week of 2022. Our featured speaker was Dan Waldron from First Trust Portfolios who spent some time talking about two equity ETF offerings. We use First Trust in our portfolios to add equity exposure into […]
While the Global Economy worked to get back to normal after a tumultuous 2020, investors found continued sources for optimism amid a world of rising inflationary pressures and global and domestic political and policy uncertainty. We first look at the relevant storylines and hot topics of the year, then consider […]
Overall, this year was like 2020 in several ways, but its own year just the same.
Thank you to our friends who stopped by Appleton Farms for a wonderful evening on Thursday, 10/7 We were blessed with great fall weather and the best wood fired pizza around. We look forward to seeing you at the next event! Meanwhile, please check out the pictures to see what […]
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through US Advisory Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
