Apr 23, 2025
Click here to read our Q1 2025 Quarterly Client Letter! From continued market uncertainty to the Fed’s latest moves, Q1 was an eventful start to the year. In our latest client letter, we share: Key takeaways from the markets Portfolio positioning updates Upcoming...
Apr 23, 2025
What Is the Triple Bottom Line—and Why Should Investors Care? When it comes to investing, returns matter—but they’re not the whole story. More and more individuals are asking how their money can do more: support people, protect the planet, and still provide a solid...
Jan 9, 2025
Click here to read our Q4 2024 Quarterly Client Letter! At Alexis Advisors, we believe that informed decisions are the foundation of successful wealth building. That’s why we’re committed to sharing insights and updates that empower you to navigate your financial...
Dec 9, 2024
Did you know that upgrading your home to be more energy efficient can save you money today, while helping the planet tomorrow? The Inflation Reduction Act – the biggest climate bill in US history – is making home energy upgrades more affordable. Below are just...
Nov 11, 2024
What the heck are tariffs? And how do they impact your wallet? A tariff is essentially a tax on goods as they cross national borders – a tax on imported goods entering the country. When an importer brings goods into the United States, it pays a tariff to the...
Oct 4, 2024
After years of elevated rates, aimed at controlling inflation, the Federal Reserve has made a significant policy shift by cutting interest rates for the first time since 2020. This decision will have widespread effects on borrowing, savings, and investment,...
