Quarterly Economic Newsletter Snapshot: Equity markets have reached new all time highs off of better than expected earnings. Tariff impact has been muted so far but inflation is likely to remain elevated. A.I. tech spending has added a big boost to the U.S. economy. Written by: Jon Marshall, MBA | Chief Investment Officer Blaine Disrud, CFA  | Portfolio Manager James Marshall  | Chairman/Founder Markets steadily climbed higher in the Third Quarter of 2025. Nearly all major a

When it comes to offering retirement benefits, employers today have more choices than ever before. Two standout options are the Single...

A Guide to Saving for Your Future When it comes to preparing for retirement, one of the most powerful tools available is your 401(k) plan. Whether you’re new to the workforce or well into your career, understanding how your 401(k) works can help you make the most of this important benefit. What is a 401(k)? A 401(k) plan is a type of retirement savings and investing plan offered through your employer. Your employer may also offer matching contributions. Essentially, when you

In our latest webinar, Making the Most of Your HSA, we explore how Health Savings Accounts go far beyond covering medical expenses....

Newsletter Snapshot: EquityMarketsrebounded to new highsfrom the April lows. Tariffshit faster than expected - marketsdigest policy...

Woodstock of Capitalism is our Recap of the Berkshire Hathaway Annual Shareholders Meeting. Learn about our key takaways and our favorite moments.