Across a suite of comprehensive services, Wes Golie's team works closely with clients and businesses to provide a consistent and objective perspective. Our proven process builds financial confidence for today while optimizing for the future.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much would your monthly lease payment be?