📊 This week’s market update with Colin Bernd covers the summer calm after recent volatility, key earnings reports from major tech companies, what’s happening in crypto markets, and the latest on US & EU trade tensions.
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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Jul 23 2025 Market Update Video
📊 This week’s market update with Colin Bernd covers the summer calm after recent volatility, key earnings reports from major tech companies, what’s happening in crypto markets, and the latest on US & EU trade tensions.
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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?