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Fiduciary Financial Advisor
Registered Investment Advisors are fiduciaries, meaning your interests always come first.
You will have a continuing relationship with your RIA. An RIA must register with the SEC or state securities regulator, depending upon the assets under management.
Financial Planners help individuals and corporations meet their short-and long- term financial goals.
Services include asset allocation, estate planning, tax planning, retirement and more.


Jackson Hole “Labor Markets in Transition: Demographics, Productivity, and Macroeconomic Policy."
Federal Reserve Chairman Powell will address the invitation-only global gathering of central bankers, academics and macroeconomists as the leader of the world’s largest and most respected independent central bank
Stephen H Akin
5 days ago3 min read
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Roaring 2020s
The term "Roaring 2020s" is a reference to the "Roaring Twenties" (the 1920s), which were characterized by rapid economic growth, cultural dynamism, technological advances, and exuberant prosperity—followed ultimately by the Great Depression.
Stephen H Akin
Aug 122 min read
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Industrials Lead the Market
The industrials sector is currently leading U.S. equity market performance in 2025, outpacing allother sectors of the S&P 500 with a year-to-date gain of approximately 15%—over double the increase of the overall index. This strength follows robust returns in 2024 and reflects sustained investor optimism bolstered by several themes and structural trends:
Stephen H Akin
Jul 294 min read
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Easing Capital Rules
From the Securities Exchange Commission review of the "Pattern Day Trader Rule" and the easing of the $25,000 margin requirement to the "Big Banks" supplementary leverage ratio, requirements are shifting. These changes aim to balance increased financial stability with the potential impact on bank profitability and market participation.Â
Stephen H Akin
Jul 224 min read
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