Resources

Want to get some insight on current market conditions? Need some general financial advice? Explore the following resources for helpful info that can shed light on your financial planning needs. However, remember that financial planning is a unique process for everyone. Our financial advisors are ready to offer the tailored guidance and investment solutions you need to manage your wealth.

The Independent Market Observer February 2024

Most people know Yogi Berra as the Hall of Fame catcher and 10-time World Series champion with the New York Yankees. Many also know him

Quarterly Market Update April 2023

Market Update— Quarter Ending March 31, 2023 Presented by Chrisy Frey Markets Rebound in March Strong March for Fixed Income Bank Stress Worries Markets Economic

Bear Market Resumes

Why You Shouldn’t Panic About Higher Rates and a Falling Market September 29, 2022 As we encounter another downswing in the ongoing bear market, it’s

We expect this U.S. expansion to last for years. Here’s why.

We rely on our sponsoring partners like JPMorgan with deep benches of financial professionals from economists to worldwide investment strategists to keep abreast of our

How to turn the economy’s reopening into your fresh financial start

At Frey Financial we follow a theory called “Behavior Finance”. Behavioral Scientists have noted that people are more likely to assess their lives and make

A CRASH COURSE IN 529 PLANS AND THEIR IMPACT ON FINANCIAL AID

Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage

Read our essential guide to hiring a financial planner!

There are many things that financial planners can do for you. It’s best for you to know exactly what to expect. For example, some people assume that brokers do the same thing as financial advisors (they don’t!).