Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.
What’s Worrying Investors?
Every year or two, a new round of worries crops up. Some of them are real—the war in Ukraine, inflation, politics—but a surprising number are not. The challenge, of course, is telling which is which.
Economic Risk Factor Update: March 2024 [SlideShare]
February’s reports showed signs of continued economic growth. Hiring accelerated, with a strong 275,000 jobs added during the month. That said, service sector and consumer confidence fell modestly.
Q4 2023 Earnings: The Winter Thaw Has Begun
I love spending time outdoors—except when it’s 20 degrees outside. For me, winter in Boston is a time to focus on self-improvement, whether that’s working on fitness goals or taking a class, so I can enjoy the warm weather when it finally arrives. Still, the winter can seem very long, as did 2022 and 2023 for many businesses. Companies saw margins contract, sought to lower their debt loads as rates rose, and made efforts to right-size their businesses for what seemed like an oncoming recession.
Economic Release Snapshot: Hiring Accelerates in February
Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.
International Women’s Day: Investing in Women
Since the 1980s, we have celebrated and honored female trailblazers, who have shaped our history and advocated for change, during Women’s History Month. Today, March 8, is no exception, as we celebrate International Women’s Day by recognizing women’s global achievements and contributions to history, culture, and society. International Women’s Day also serves as a powerful reminder of the ongoing struggles women face in the modern workplace, including gender equality, pay equity, and the lack of visibility of women in leadership positions.
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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
Wealth Advisor
Vice President of Operations and Integrator
Wealth Advisor
Senior Client Relationship Specialist
Senior Wealth Advisor
Wealth Advisor | Director of Business Development
Senior Wealth Advisor / Registered Principal
Senior Wealth Advisor / Registered Principal