Archive for May 2023

Written By: Alex Hammersley, Financial Advisor Fixed indexed annuities (FIAs) are insurance products that combine features of both fixed annuities and indexed investments. They are designed to provide individuals with…

Written By: Shawn Perkins, CFP®, AWMA Recently, many of our clients have expressed concern about the ongoing drama around the debt ceiling and the potential impacts if an agreement isn’t…

Written By: Marissa Waldron, Financial Advisor Summer is fast approaching, and for many Americans that means taking a vacation. Most of us could use one with all the financial heartache…

Written by: Dan Moylan, Chief Investment Officer, on May 8, 2023 We saw the market continue to gain in April, albeit minimal, with the Nasdaq barely green, up .04%.  The Dow…