Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA

A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

Evergrande Update

I'm sure you have seen Evergrande's name in the news this past week. Here is some information to help you understand what is happening along with the effects we may see with the U.S. economy.

August 2021

Market highlights

The beginning of September found the nation with several events that will...

July 2021

Market highlights

As we reach the midpoint of summer, the nation is only about 50% vaccinated;...

July 28, 2021

Click below for a Market Update with Joe Maas. Covering topics such as inflation, interest...

June 2021

Market highlights

This year’s July 4th holiday finds the nation at the halfway point of the...

2nd Quarter 2021

Portfolio Manager's Quarterly Commentary - Jun 23rd, 2021

The second quarter under the Biden...

May 2021

Market highlights

As the nation reflects on the sacrifices made by our servicemen and women...

April 2021

Market highlights

The U.S. economy continued to expand during April as commerce increased and...

April 30, 2021

Click below for a Market Update with Joe Maas. Covering topics such as inflation, interest...

March 2021

Market highlights

March activity resulted in a consecutive monthly improvement for domestic...