Our Insights

Chart of the Month Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Chart of the Month Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

Fewer Shipping Containers Arriving at U.S. Ports

Fewer container imports indicate the economy is reverting to pre-pandemic norms. This drop could help alleviate supply chain bottlenecks and ease inflationary pressures, a positive development after inflation rose to a 40-year high during the pandemic.

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Chart of the Month Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Chart of the Month Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

An Explanation of Recent Bank Failures

During the pandemic, businesses and individuals flooded banks with new deposits. As the Fed raises interest rates and customers look for higher yields, the banking industry is under considerable pressure.

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Monthly Client Letter Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® Monthly Client Letter Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA®

US Economy Continues to Defy Expectations with Impressive 2023 Start

Based on January economic data and fourth-quarter data revisions, the U.S. economy appears to be in a stronger position than economists forecast. Job growth was robust in January as U.S. employers added 517,000 jobs, well above the average.

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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.

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