Skip to content

[Video] 2022 First Quarter State of the Markets

February 3, 2022

In our latest video, Joseph Zappia, CIMA, CCO/Co-CIO, and Jonathan Thomas, CFP®, Private Wealth Advisor, review 2021 fourth-quarter asset class returns and discuss the power of portfolio diversification, our perspective on growth vs. value, interest rates, and more.

Get Started Today

Ready to get serious about your investments? Contact us and one of our advisors will contact you.