When Headlines Get Loud, Look Deeper
By: David Lundgren, Senior Wealth Advisor In many recent client conversations, clients have a similar observation “The news sounds terrible… so why does the market look fine?” It’s understandable. We’re surrounded by headline noise, talk of a “K-shaped economy,” rising costs, fears of an AI bubble, global uncertainty, and whatever else is dominating the feed […]
Why You Should Build a Financial Plan Before You Invest
By: David Lundgren, Senior Wealth Management Advisor Imagine this: You’ve just retired, your last paycheck just hit your account, and now it’s time to start living off the wealth you’ve spent a lifetime building. You meet with your investment advisor, and they immediately start talking about stocks, portfolios, and risk profiles. But no one asks […]