Drew Gee - Financial Advisor

03/17/2026

Last week, markets remained volatile as Iran-related tensions drove oil price swings, pressured equities, and lifted bond yields. While inflation showed signs of easing, higher energy prices renewed near term inflation concerns and tempered expectations for 2026 rate cuts. Learn more with this week’s market perspective and key insights.

03/12/2026

Headlines scream panic, but history shows markets have often recovered after downturns. Many investors aim to stay focused on their long-term plans rather than reacting to short-term fear. Let's discuss.

Changing your investments can be a great idea, as long as you’re doing it for the right reasons.

03/05/2026

With so much in the news right now, it’s natural to wonder how global events can impact markets. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, breaks down the current geopolitical situation and why staying grounded in fundamentals is so important during volatile periods. If the headlines have raised questions, this is a good place to start.

Wars are atrocious. But the history of markets and capitalism can offer some guidance.

09/01/2025

Your emergency fund is key for when the unexpected strikes. Let’s work together on strategies to build up this safety net. Reach out to get started.

08/25/2025

It’s never too early to start planning for the growing cost of college. Contact us to set up time to talk about how a combination of savings, income, and loans can be an answer for you.

02/21/2025

FUN FACT FRIDAY

Launched in 1971 as the world’s first electronic stock market, the Nasdaq started with just 50 companies. Fast forward to today with a market cap of over $30 trillion and 3300 companies, the Nasdaq is now the second largest stock exchange in the world behind…

The New York Stock Exchange

02/21/2025

Vanguard's strategy of "diversified, low cost" has paid off apparently.
6 of the top 10 largest ETFs. Impressive

The Vanguard S&P 500 ETF now commands nearly $632 billion in assets after raking in some $23 billion so far in 2025, according to data compiled by Bloomberg.

https://yahoo.trib.al/Rqj1WTF

02/06/2025

Had to add it to the calendar🍿

01/03/2025

We are officially in 2025. Let's make it a great one.

Fun Fact Friday:

The S&P 500 returned 23+% in 2024 marking back to back years of >20% gains in the index when you include the returns from 2023

This is the first time that has happened since 1997/1998

Send a message to learn more

12/13/2024

FUN FACT FRIDAY

The first modern credit card is often credited to Frank McNamara, an American businessman and the Co-founder of Diners Club.

While dining at a restaurant in New York City in 1949, McNamara realized that he had forgotten his wallet at home and couldn't pay for his meal. The moment sparked the idea for Diners Club, the first ever "charge card" that allowed people to pay for goods and services without carrying cash

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12/05/2024

Best budgeting guideline out there