Our Insights

Retirement Clinton Steinhoff Retirement Clinton Steinhoff

Ten Rules for the Retirement Road

Financial advisors often recommend various strategies for investors to follow as they plot their way to retirement. If you feel your retirement investment plan is adrift, consider these ten strategies, which could help steer you in the right direction.

Read More
Quarterly Market Update Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Quarterly Market Update Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

3Q 2022 Recap and 4Q 2022 Outlook

The S&P 500 finished the third quarter down -4.9%, while the 2-year Treasury yield reached levels not seen since 2007. This recap covers the third quarter and provides an update on the key questions markets faced at the start of the third quarter.

Read More
Market Update Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Market Update Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Inflation Strikes Again

Investors were surprised by the 0.1% month-over-month increase in the Consumer Price Index (CPI) for August. The report will likely push the Federal Reserve to persist with its aggressive campaign of interest rate increases.

Read More
Weekly Note Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Weekly Note Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

US Manufacturing Forecast Declines

We currently project that the US ISM Manufacturing Purchasing Manager Index will approach 50 during the next three months before dipping below 50 (i.e., manufacturing contraction) during 1Q23.

Read More