A team committed to collaboration

We take the time to listen and understand what is most important to you. We focus on creating comprehensive plans to help build, manage, and preserve your wealth. We pride ourselves on honesty, trust, integrity, and genuine care to ensure our actions are in the best interest of our clients. Learn More

Financial Markets News and Reports

Stock Market News

Daily updates on the latest market trends, news, market activity, and economic reports.

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Bond Market Commentary

Updates on bond market data, news, and activity each day. Learn More

Weekly Outlook

Weekly commentary providing analysis with an outlook for the equity market. Learn More

Chart of The Week

Weekly chart using economic data to address timely market topics. Learn More

Research Center

Check out our library of information on important financial topics. Learn More

Special Reports

Investment strategy recommendations to better help clients pursue their financial goals. Learn More

Investment Insights

Weekly and monthly market research and investment strategy reports. Learn More

Investment Glossary

Glossary of financial and investment terms. Learn More

Mahmoud (Mood) ElAwadi’s, Senior Vice President - Investment Officer, | Private Investment Management Portfolio Manager, Journey Pursuing the American Dream

The American Dream is very much alive today, and Mahmoud ElAwadi is living proof of that. Raised in Egypt, he came to America after college with a dream in his heart and just thirty-one dollars in his pocket. Through hard work, determination , and compassion for others, he overcame every obstacle thrown at him.

His story includes the dark days of living in a trailer, working more than 20 hours a day, and struggling to provide for his family, to becoming a financial advisor in his community. Mahmoud is proud to work with dual US citizens from all over the world.

“We strive to help families live the life they choose, so they can pursue their most important goals.”

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