Leslie Roper Day & Associates
07/06/2026
June is a natural time to see whether your finances are on track for the year. A midyear check-in can help you spot small changes in spending, savings, or taxes before they become bigger issues.
Your Midyear Financial Checklist Use this framework to review your finances, and stay aligned with your goals for the rest of the year.
06/24/2026
Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.
Bull & Bear Markets: A Timeline This helpful infographic will define bull and bear markets, as well as give a historical overview.
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Folsom, CA