Wealth Advice That Supports Your Life Choices

Whether you’re in the early stages of building wealth or further along, we’ll create a financial plan to help you achieve the goals you’ve set for yourself.

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Meet JB

The way you think about your goals, aspirations and challenges influences the way you think about saving for the long term, so after I better understand your personal and financial situation, I’ll create a wealth plan that meets you at whatever stage you are in life and make sure you stay on track to achieve the goals you’ve set for yourself.

JB Batiste, CFP®, EA

Insights

Markets Rally Post-Midterm Elections—Will It Continue?

Markets Rally Post-Midterm Elections—Will It Continue?

Following midterm elections, November 2022 was good to investors, which tracks with historical post-election norms. The tech-laden Nasdaq rose nearly 5.5% for the month and both the S&P 500 and the Dow Jones Industrial Average rose almost 6% in the 30-day period.1...

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Was the October Rally Just a Head Fake or Will It Continue?

Was the October Rally Just a Head Fake or Will It Continue?

“Don’t do something, just stand here.” — American Investor and Philanthropist, Jack Bogle We all have heard that often-repeated quote from Mark Twain, “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January,...

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