Useful Links
From the Blog
3 Reasons Investors Can Be Thankful This Holiday Season
After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the
November 27, 2024
President Trump’s Election Victory and Investing
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate.
November 7, 2024
Economic & Market Commentary Q3 2024 – 5 Insights on the Fed, Election, and Volatility in Q4
As we begin the final quarter of the year, financial markets and the economy have defied many investors’ expectations. Rather
October 24, 2024
HELPFUL VIDEOS
Tune in with Bijan Golkar, CFP®, to learn more about how to organize your financial life.