Our Insights
Expected Market Inflation and Consumer Sentiment
The Fed tightening up is not necessarily an indication that inflation will ease. While this is the idea behind their actions, historically, it is not always the result.
2022 Q1 Recap and 2022 Q2 Outlook
There was no shortage of events for the market to navigate, including the Federal Reserve’s first interest rate increase since December 2018, Russia’s invasion of Ukraine, and stubbornly high inflation pressures.
How the Federal Reserve Impacts Your Portfolio and Borrowing Costs
The Federal Reserve’s goal is to raise interest rates to ease inflation pressure, but it could have the added side effect of slower economic growth.
Stock Market Remains Volatile as Investors Wait on Federal Reserve
The stock market’s bumpy ride continued during February. Last month’s top news story was rising geopolitical tensions and Russia’s invasion of Ukraine.
How Geopolitical Events Impact Your Portfolio
Geopolitical risk is rising as tensions between Russia and Ukraine escalate in Eastern Europe. Financial markets are watching closely as the situation evolves.
Ten Estate Planning Steps to Consider
Many Americans can reduce their estate taxes through careful estate tax planning.
Making Sense of January’s Market Volatility
Volatility is the price of admission to investing and will continue to impact portfolios. Experiencing market selloffs is unpleasant, but annual returns historically finish the year well above the maximum drawdown level.
Political Influence with S&P 500 Performance During Election Years
The stock market is off to a volatile start in 2022, and history suggests it could remain volatile ahead of this year’s midterms.
2021 Q4 Recap and 2022 Q1 Outlook
Despite 2021’s many extraordinary headlines, the S&P 500 traded higher during the quarter and finished the year with a +28.6% total return.
Exploring Your Healthcare Options in Retirement
While you were working, you likely relied on employer insurance. After retiring your options will be different and this requires attentive planning and cost analysis.
Looking Ahead to 2022 ― Can the S&P 500’s Rally Continue?
2021 is quickly coming to an end, and investors are turning their attention toward 2022. Before the calendar turns, we want to take one last look at 2021.
Stock Market Encounters Roadblock with Omicron Variant
The Omicron variant may increase volatility and cause restrictions to be reimposed, but consumers and businesses are more adapted to living with restrictions.