Useful Links
From the Blog

Economic & Market Commentary Q2 2025
Markets Reach New Highs Amid Global Tensions and Historic Tax Reform The second quarter of 2025 was a case study
July 11, 2025

A Positive Month Despite U.S. Debt Downgrade
Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop
June 3, 2025

Economic & Market Commentary Q1 2025
Staying the Course in a Volatile Environment “Far more money has been lost by investors trying to anticipate corrections than
April 30, 2025
HELPFUL VIDEOS
Tune in with Bijan Golkar, CFP®, to learn more about how to organize your financial life.