Headlines have been heavy this week. Colin Bernd breaks down the impact of Middle East escalations, the ripple effect on oil prices, and some positive movement in mortgage rates for homebuyers and refinancers.
If you’re wondering how all of this connects to your financial plan, this update is for you.
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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Mar 02 2026 Market Update Video
Headlines have been heavy this week. Colin Bernd breaks down the impact of Middle East escalations, the ripple effect on oil prices, and some positive movement in mortgage rates for homebuyers and refinancers.
If you’re wondering how all of this connects to your financial plan, this update is for you.
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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?