GenVest Strategy Group

01/24/2025

You know what you have to do to live out your dreams!

01/23/2025

Lofty stock returns and muted bond growth in 2024 may mean investors need to rebalance their allocations to bring them back to target. If you need to create a plan to routinely rebalance the assets in your investment portfolio please reach out.

When’s the last time you rebalanced your investment portfolio?

01/20/2025

Fraudulent activity rises dramatically during tax season. We're here to be a resource to you as you seek to protect your financial information from bad actors. This article is a great start, and we're also available. Feel free to reach out.

Help safeguard your tax return with this checklist.

01/19/2025

Real change lies in reshaping habits. What do you do when you wake up? Could this be the key to becoming a better you?

01/10/2025

I’m proud to announce that Forbes has included GenVest Strategy Group on their 2025 Best-in-State Wealth Management Teams list. What an incredible honor – one that recognizes our entire team’s commitment to providing financial advice that helps our clients focus on their goals in both the short and long term. Thank you to my extraordinary team and clients. You inspire me each and every day.

01/10/2025

When you invest your money, you invest in your future.

01/09/2025

After another year of strong annual returns in 2024, investors should brace for occasional storms in 2025, as the market may be more challenging to navigate than the calm environment seen in most of 2024. If you have any questions about your financial plan as we start a new year feel free to reach out.

What may this year’s developments mean for 2025?

01/08/2025

2025 goals. Walk the talk.

01/07/2025

When the Federal Reserve has cut interest rates in the past, U.S. economic activity has tended to recede in the periods following. However, we believe U.S. economic conditions remain solid and the intermediate-term odds of a recession remain low.

Ameriprise Financial Chief Economist Russell Price weighs in.

01/03/2025

Stocks experienced significant positive momentum in 2024. Let's discuss whether that trend may continue in 2025, and how it may impact your financial plan.