Quarterly Market Reviews

By Brett Freese Happy New Year! 2025 was a wonderful year for many of our clients, a very challenging year for other clients, but for most […]

By Brett Freese Stock Market in the 3rd Quarter:  The S&P 500 hit a new all-time high during the trading day on September 23, 2025, at […]

By Brett Freese The Highs and Lows of the Stock Market: Stock Market in the 2nd Quarter:  The S&P 500 hit a 12-month low on April […]

By Brett Freese Every year since my boys were little, we would take a week in late summer to enjoy time together at the beach. Most […]

By Brett Freese Finding joy and purpose in the seasons of life: My wife (Susan) and I are sometimes asked for parenting advice now that our […]

By Brett Freese What you focus on expands!  Both my boys are currently attending college and away from home.  However, while they lived at home there […]

By Brett Freese Return on Life There is no denying that investment returns over a long period of time impacts one’s level of success in achieving […]

By Brett Freese Investing requires a level of well-reasoned hope in light of more questions than answers.  This challenge has been true of every year and […]

By Brett Freese When most investors are pricing in a “down economy” and a “down market”, we get set up for the opposite to happen.  That […]