Skip to main content

PERSPECTIVES & RESOURCES

Stay informed with what’s happening and read market perspectives from industry experts. These timely insights provide context and analysis, so you can make informed investment decisions.

Dow Jones Industrial Average  ^DJI 
33,274.15  415.12  1.26%  
S&P 500 INDEX  ^SPX 
4,109.31  58.48  1.44%  
NASDAQ Composite  ^IXIC 
12,221.91  208.43  1.74%  
Vanguard Total Stock Market ETF  VTI 
204.10  3.03  1.51%  
Vanguard Total International St  VXUS 
55.21  0.19  0.35%  
US Treasury 10 Year Note ETF  UTEN 
46.86  0.2666  0.57%  

Are You On Track?

Retirement & Savings Calculator

Perspectives

Market Review Q4.

Download Review Here

Market Review Q3.

Download Review Here

Market Volatility Review 2022.

Download Review Here

Resources

Topsail Wealth Management Model

Download Document Here

Saving for Retirement – Traditional or Roth

Download Document Here

2023 Tax Reference Guide.

Download Document Here

Charitable Giving & Estate Planning.

Download Document Here

Fixed Income Investing.

Download Document Here

Don’t miss out on market updates. Sign up for our newsletter below.