Browsing Tag

investment

Advisor Insights Market Commentary Market News

2024 Market Dynamics

Written by: Trek Investment Committee As 2024 progresses, the U.S. stock market continues to navigate through a complex economic landscape. Strengthened by robust corporate performances and evolving economic indicators, the market offers a compelling narrative of resilience amidst global…

Advisor Insights Market Commentary Market News

Insights on the Rally

Written by: Trek Investment Committee The equity markets have experienced a notable rally since October 2023, with the S&P 500 index rising approximately 25 percent.1 This surge has led some investors to question whether the rally might be overextended…

Financial Planning Investment

The Principles of Building Wealth

Building wealth is a goal that requires time, effort, and discipline. Don’t get sucked in by get-rich-quick schemes and too-good-to-be-true opportunities that can send you down the wrong path.  Although is seems like an overwhelming task, anyone can accomplish…