“Who here wants to learn about making money?” This is the opening line that our very own Senior Wealth Advisor, Peter Burnham, CFP®, has used over the last three years when teaching underprivileged high school students in Washington, D.C. about the basics of money and investing.
As we prepare for the 4th of July festivities, I wanted to share what has been my favorite 4th of July destination since I was a kid. The Balboa Peninsula in Newport Beach, CA.
Over the last week, the S&P 500 retreated 47 points or -1.22% as of Thursday’s market close. However, the index has remained positive with an increase of 3.25 points or 1.60% year-to-date.