Are Lower Interest Rates a Good Thing?
September 16, 2024
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by David Maddux, CEO | CIO We sent the following note to clients on September 13th Are Lower Interest Rates a Good Thing? Seasons may
We are a healthy fiduciary with over $200 million in client capital under management and will guide you through good times and bad. We are committed to managing your liquid assets through your own account that is connected to your personal, written investment plan.
We all have different seasons and we try to meet you where you are with a sense for what is likely to be coming next.
by David Maddux, CEO | CIO We sent the following note to clients on September 13th Are Lower Interest Rates a Good Thing? Seasons may
by David Maddux, CEO | CIO We sent the following letter to clients on January 25th. Summary: Anecdotal Update – a story we can all
by Barry Brindise, CFP ®, MBA | Financial Planning Director Recent Federal Legislation Affecting Taxes And Retirement Are Set To Expire Unless They Are Extended Or
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“Every client has something unique that should be acknowledged. By focusing on communication from the start, our clients are more likely to follow through on their plan.”
– David Maddux, Co-Founder
