April saw significant market fluctuations driven by tariff and interest rate concerns, with the Nasdaq showing a small gain while the S&P 500 and Dow Jones finished lower. Internationally, foreign stocks rebounded after initial sharp declines, resulting in positive overall performance for developed and emerging markets. Bond markets also experienced volatility, but the 10-year Treasury yield ended slightly lower, supporting bond prices for the fourth consecutive month. While there was earnings growth for the S&P 500, declining business and consumer sentiment raised concerns about future spending.




Client Relationship Specialist




Ashley has been working in the customer service field since she started her first job at age 16. For the past ten years she worked in an office setting handling accounts payable and receivable as well as some receptionist work. She is very excited to learn more about the investment field.
Client Relationship Specialist II
Vice President of Operations and Integrator
Wealth Advisor
Senior Client Relationship Specialist
Senior Wealth Advisor
Wealth Advisor | Director of Business Development
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Senior Wealth Advisor / Registered Principal
Senior Wealth Advisor / Registered Principal