From holiday consumer spending trends to the surge in Christmas music popularity, Gretchen Duda covers a range of timely insights in this week’s Market Update. She also touches on the latest developments around AI regulation and what they could mean moving forward.
Our clients are as unique as their plans, but they tend to share a few things in common:
They’re disciplined savers with $1M+ in investable assets.
They care deeply about family, faith, and making a difference.
They want guidance that simplifies, not overwhelms.
They’re professionals, retirees, business owners, and big-hearted givers across Central PA and beyond.
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Dec 15 2025 Market Update Video
From holiday consumer spending trends to the surge in Christmas music popularity, Gretchen Duda covers a range of timely insights in this week’s Market Update. She also touches on the latest developments around AI regulation and what they could mean moving forward.
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The Clients We Serve
Our clients are as unique as their plans, but they tend to share a few things in common:
Ready for a Plan That Reflects the Whole You?