Shawn Quella - Coastal View Wealth Management

Shawn Quella - Coastal View Wealth Management

Share

Enjoy the journey as we guide you in building a legacy www.finra.org, www.sipc.org. No offers may be made or accepted from any resident of any other state.

11/27/2025

From our family to yours, Wishing you a wonderful thanksgiving! 🍂 Thankful for your loyalty and friendship!

09/17/2025

Today, the Federal Reserve cut interest rates by one quarter point. This marks one year since the first rate cut of the current cycle (which began on September 18, 2024). That makes now a good time to look at how stocks have typically performed in the second year of past Fed rate-cutting cycles.

As the chart shows, history is encouraging; over the past 50 years, stocks have delivered an average gain of 16.4% in the second year after rate cuts begin.

08/11/2025

Successful first full day at LPL’s annual Focus Conference here in beautiful San Diego 🌴 ☀️ 🌊 Excited to implement the newest innovations to enhance your investing experience!

Want your business to be the top-listed Finance Company in Appleton?
Click here to claim your Sponsored Listing.

Telephone

Address


Appleton, WI
54914

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm