Michael Velez - Financial Advisor

04/16/2025

03/14/2025

So proud to be part of this organization and surrounded by amazing professionals 🙏🙏🙏❤️❤️

10/15/2024

Markets continue to rise, as many investors view a soft landing as a certainty. Chief Investment Officer Brent Schutte shares his view of why challenges remain.

Many investors view a soft landing as a near certainty, but inflation data and the bond market point to lingering challenges.

10/09/2024

Incorporating protections for your digital privacy should be an integral part of your financial planning.

Think about protecting your digital security the same as you would about looking both ways before crossing the street or locking your house before you go out.

10/08/2024

Strong jobs numbers last week gave investors something to cheer about. Chief Investment Officer Brent Schutte discusses how the reported surge in new hires might affect the Fed’s thinking on future rate cuts.

Last week’s strong jobs report was a welcome surprise. But did it muddy the picture for the Fed as it considers the path forward for rates?