In The News

Oct 27, 2022

3rd Quarter Market Commentary

In The News

We began our previous market review in July, pointing out that stocks and bonds posted losses for the second time in 40 years for two […]

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Aug 30, 2022

Market Update August 2022

In The News

Markets have struggled with their worst start to a year in decades. Stocks officially fell into the bear market territory, and bonds did little to […]

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Apr 14, 2022

April 2022 Market Commentary

In The News

By Chris Duerr, CFA® CFP® A significant increase in volatility and a commensurate decline in market visibility characterized the first quarter of 2022. Stock and […]

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Nov 17, 2021

Meet Our Team Member: Kathy Saksa

In The News

By Kathy Saksa My parents gave me (and my five siblings) the best example of hard work, dedication, and perseverance—values that became ingrained into my […]

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Oct 12, 2021

Breast Cancer Awareness Month: A Cause Worth Advocating For

In The News

By Ahmie Baum We often become compassionate about a mission when an experience touches our personal lives. While some know, many here may not; I […]

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Oct 12, 2021

Meet Our Team Member: Kendra Kasznel Reilly

In The News

By Kendra Reilly, CFP®, CIMA®, CEPA® I learned the value of a dollar and the importance of being a good steward of your financial resources […]

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Sep 20, 2021

Introducing Troy, Our Newest Team Member

In The News

By Troy Martin We’re pleased to announce that our Interchange Capital Partners team is growing! As we serve more clients and offer customized, comprehensive services, […]

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Sep 10, 2021

Meet Our Team Member: Chris Duerr

In The News

By Chris Duerr, CFA® CFP® I grew up in a family of medical professionals. As a kid, I remember my dad’s pager going off at […]

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Aug 12, 2021

How Advisors Can Help Clients Give New Life to Family Businesses

In The News

Barron’s Magazine speaks with Ahmie and Brian Baum about how advisors can help clients give new life to family businesses by improving collaboration and articulating […]

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Jun 29, 2021

It’s Interchange Capital Partners’ First Anniversary!

In The News

By Ahmie Baum What a year it’s been! One year ago (in the midst of a pandemic, no less), we opened the doors of Interchange […]

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