What to Do During a Bear Market
We know you may be concerned about recent declines in the stock market. Markets go up, but they also go down. Fortunately, they go up…
The SECURE Act: Some Important Changes to Know
You may have recently read that the SECURE Act was signed into law on December 20, 2019. So, what does that mean for you? It…
Market Commentary – March 2020
Market sentiment changed abruptly in February. After achieving a new all-time high on February 12, the Dow Jones Industrial Average declined just over 14% through…
Our Newest Certified Financial Planner™
We are pleased to announce that Michelle is officially a CERTIFIED FINANCIAL PLANNER™ professional! She successfully passed the CFP® Board exam in November. What is…
Market Commentary – December 2019
Caution Ahead “The question you should be asking yourself is, ‘Is it a good time to take more risk or less risk?’” …
JourneyTree Plants Trees!
In April the JourneyTree team got their hands dirty planting trees with Friends of Trees on 18th and Oak. They helped plant 10 trees in…
Market Commentary – June 2019
As of June 26th, all the major indices were up for the year-to-date (YTD), but while Q1 was overwhelmingly positive for all the asset classes,…
