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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]