Buff Dormeier of Kingsview Partners joined Steven Orr from Quasar Markets to discuss recent market activity and upcoming events. The discussion highlighted improving market breadth alongside lighter trading volume, suggesting consolidation rather than strong directional movement. Leadership has continued to rotate beyond large technology stocks into broader areas of the market. Upcoming earnings from NVIDIA […]
The Difference Between Having Documents and Having a Plan Many people feel prepared because they have documents. A will. A Power of Attorney. An account statement. Documents are important. But documents alone are not a plan. A true plan connects the pieces. It explains how decisions are made who is responsible and how everything works […]
Although women control more wealth than ever, many still face financial planning gaps due to outdated industry assumptions. Ask Her changes this dynamic by putting their voices and priorities at the center of the wealth management conversation.
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?