January 2024

Turning Point Interview With Dr. Roach

Adam Rean Bohlen, CSSCS, Director of Business Consulting at Financial Resources Group, recently had the pleasure of interviewing Dr. Jeffrey Roach, LPL Financial’s Chief Economist at LPL’s recording studio in Fort Mill, SC. Adam and Dr. Roach discussed highlights from LPL Research’s Outlook 2024: A Turning Point report, covering timely topics such as the economy, stocks,

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January Employee of the Month!

Financial Resources Group is kicking off a Year of Celebration where each month an employee will be recognized for their outstanding efforts in their role at the firm. We are proud to announce January’s Employee of the Month winner – Kristen Vitale, Director of Business Consulting! “Kristen Vitale has demonstrated exceptional customer service working as

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