Cory Thomas Financial Advisor

Our mission is to partner with you through every life stage growing with you as your goals evolve.

We evaluate your strategy and portfolio constantly to ensure it is optimized and take action as required.

We work with you to position your strategy throughout all market cycles and conditions.
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Do you think we are in a recession?

A booming labor market would seem to indicate recession isn’t imminent, despite negative GDP.

But it makes the Fed’s job harder. The balance between slowing the economy and stopping it is the goal.

Even if rate increases push the economy into recession, the overall stronger picture may provide a cushion.

We break it down in this week’s blog.
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Follow our Firm’s page for ongoing resources!

Cash flow planning is the first step in creating a financial strategy. It is a framework that connects your spending to both short-term and long-term goals.

There are a lot of other moves you can make – and having the guidance of a financial planner that always puts your interests first can get you on the right path for you.
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Enjoying the desert for a quick weekend get away🌵

Is it summer yet?

The fourth quarter is usually the best performing quarter for equities, being higher 79% of the time and on average, up 3.9%.-Yahoo Finance, October 1, 2020