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WEALTH MANAGEMENT QUARTERLY – Q1-2024

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Q1 2024: Exponential Biology & Eternal Punishment Q: Allen, why title this WMQ “Exponential Biology & Eternal Punishments?” As an investment advisory and strategic financial planning firm, FinTrust provides retirement advice as a core service. Retirement planning involves modeling financial resources to help clients balance how much to spend today (quality living) without running out…
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Portfolio Commentary – Q4 2023

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SUMMARY A Narrow Market Broadens in the Final Quarter Expect the Yield Curve to Normalize in 2024 Presidential Election Years – “Open Field” v. “Incumbent Led” Markets Portfolio Commentary Written by Allen Gillespie, CFA®, Chief Investment Officer Download a PDFA Narrow Market Broadens in the Final QuarterIn our last Portfolio Commentary, we detailed the historical…
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HAPPY MLK DAY!

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In observance of Martin Luther King Day, our office will be closed on Monday, January 15th, 2024. We will resume normal business hours on Tuesday, January 16th, 2024.
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Bitcoin, Gold, Dow Theory, & Benjamin Graham Analysis of the Dow Jones Industrial Average ETF

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December 18, 2023 Industry: Diversified Tracking ETF: SPDR Dow Jones Industrial ETF (DIA) Index Overview: The Dow Jones Industrial Average is a 30-stock, price-weighted index that measures the performance of some of the largest U.S. companies. The index provides suitable sector representation with the exception of the transportation industry group and utilities sector which are…
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