Ross Natoli, Senior Advisor – Testimonial

February 11, 2026

We have been a fee-only, fiduciary firm since the beginning. We have never earned a commission or referral fee, which allows us to focus solely on our clients’ best interests. This commitment to our clients is inherent in all that we do, from investment recommendations to estate planning strategies.

Related Articles

2023 Q3 Market Recap

The S&P 500 reached a 2023 high at the end of July before selling off 7.5% through August and September to finish the quarter down 3.3%. Year-to-date the index remains up a solid 13%. Smaller-cap stocks (Russell 2000) also had momentum early in the quarter but changed course and ended the quarter down 5.1%, though...

2023 Q2 Market Recap

Global equities continued to rally in the second quarter, led by surging U.S. mega-cap technology and growth stocks, particularly companies related to Artificial Intelligence (AI). The S&P 500 index gained 6.6% in June and 8.7% in the second quarter, driving its year-to-date return to 16.9% overall. The technology-heavy Nasdaq Composite has driven the majority of...

2023 Q1 Market Recap

Market Recap – Q1 2023 Despite the stress in the banking system, global equity markets held up remarkably well in March and posted solid returns for the quarter. The S&P 500 index was up 3.7% in March and gained 7.5% in the first quarter. Developed international stocks (MSCI EAFE Index) did a bit better, rising...

2022 Q4 Market Recap

Market Recap A difficult year ended with a thud for U.S. stocks. After a 14% rally in October and November, the S&P 500 Index dropped 5.8% in December to close out the year with an 18.1% loss, its largest annual decline since 2008. Foreign stock markets held up much better in the fourth quarter —...

Update: Secure Act 2.0

On December 29th, 2022, President Biden signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. The goal of Secure 2.0 is to build upon the 2019 Secure Act and expand retirement plan access to more workers. Highlighted below are the main provisions of Secure 2.0, many of which go into...