We were so excited to welcome clients, friends, and their families to our first Christmas Open House. It was a joy to step outside normal business hours and spend time together in a relaxed, festive setting.

The kids enjoyed a visit from Santa (the ones that weren’t crying and screaming), while everyone warmed up with cocoa, and an assortment of cookies and holiday appetizers. The Majoung tiles even made an appearence. It was a great time!

Most of all, it was a chance to connect, unwind, and celebrate the season together. Thank you to everyone who joined us and helped make the evening so special. We’re grateful for our clients and the opportunity to create moments like these—both in and out of the office.

Join us in wishing a very happy birthday (December 30th) to Lori Taylor! She is the reason that everything runs smoothly for our advisors and clients. We are so thankful for her and all she does. We couldn’t do it without her. Happy birthday Lori!

Quiche on Christmas morning is a staple at our house. It’s easy and you can add the ingredients your family loves to make it as simple or as decadent as you like!

Enjoy ~Autumn

The holidays remind us that life’s greatest returns are not measured in numbers, but in connection, generosity, and joy. May this season bring peace to your home, warmth to your heart, and renewed inspiration for the year ahead.

From our family to yours, happy holidays.

We pulled together the biggest money moments of 2025!  The trends you followed, the insights you replayed, and the stories that powered this year’s conversations.

Take a look at Your 2025 Market Wrapped in our latest blog.

As the year winds down, it’s worth taking a moment to make sure your finances reflect where life has taken you in 2025. Our new blog outlines key money moves to review before stepping into 2026 with confidence.

• Mixed Stock Market. November was a mixed month for U.S. equities as the S&P 500 ended the month just 0.25% higher and the Nasdaq 100 fell 1.6% as investor concerns about the government shutdown, Fed rate cuts, and the state of the AI trade drove market shifts. Small caps outperformed large caps as the Russell 2000 rose just under 1%.
• Inflation and Interest Rates. The 10Y treasury yield fell in November ending the month at 4%. September PPI was 2.7% coming in above expectations. CPI for October has not been released due to the recent government shutdown.
• Weak Chinese Manufacturing. Chinese manufacturing contracted in November despite higher exports to foreign markets marking the eighth consecutive month of contraction as measured by the RatingDog China Manufacturing PMI.
• Google AI Chips. Google’s Ironwood tensor processing units (TPUs) are gaining ground among technology companies looking to reduce their dependence on Nvidia’s graphics processing units (GPUs) for building out their AI infrastructure. Meta and Google were reportedly in talks in November for Meta to buy TPUs from Google for their data centers.