Client Center
View Your
Reports
Login to
Charles Schwab
Latest Insights
It’s Complicated
The administration’s trade war is officially in full swing. Since their sweeping tariff announcement, stocks have sold off roughly 13–15% — depending on the index you use. We haven’t seen this kind of volatility since the Russian invasion of Ukraine back in February...
A Wrap Up of 2024 and What to Look Out For in 2025
2024 turned out to be another banner year for U.S. stocks. The S&P 500 led the overall market gaining 23% in 2024. This follows a 24% gain in 2023 and marks the first time since the late 1990’s that the index has had back-to-back gains of more than 20%. In both...
Over the Hump
The big news this quarter occurred only a couple of weeks ago when after two and a half years, the Federal Reserve finally reversed course and cut the fed funds rate by half a point. This marks the end of the Fed’s battle to rein in the skyrocketing inflation that we...
We believe in building relationships.
Let us be your partner on the journey to financial independence.
ATLANTA OFFICE
300 Galleria Parkway
Suite 600
Atlanta, GA 30329
877.249.2629
