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Market Updates

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Preparedness, Not Prediction

Preparedness, Not Prediction

It’s that time of year when economists and market “experts” lay out their predictions for GDP, inflation, stock returns, interest rates and everything else you can imagine for the year ahead. Our...

November Market Update: Offering Thanks

November Market Update: Offering Thanks

Video summary by Tom Young, CFP® below! The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives,...

Staying Invested in a Tricky Market

Staying Invested in a Tricky Market

Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite,...

Better than expected first half 2023

Better than expected first half 2023

As we move into the final half of 2023, we believe there’s value in reflecting on recent months gone by.   Doing so can help crystallize key learnings and help chart a course through the rest...

Is the Debt Ceiling Bringing You Down?

Is the Debt Ceiling Bringing You Down?

So, what’s up with the U.S. debt ceiling? As potential threats loom large, we’re seeing articles in abundance, explaining where we’re at, how we got here, and what to expect next...   We share...

First Quarter Update

First Quarter Update

The “I’s” had it across the first quarter, as inflation and interest rates continued to dominate popular financial headlines. That is, at least, until the Silicon Valley Bank meltdown took over,...

Waiting for New Highs

Waiting for New Highs

Financial markets have experienced quite a bit of change this year in just two short months.   We started the year hopeful that stocks would benefit from a better economic and monetary policy...

Opportunties in 2023

Opportunties in 2023

Identifying Challenges and Uncovering Opportunities   Whether you’re one to set ambitious New Year’s resolutions or simply use the beginning of the year to reset on a few habits, there’s almost...

Reasons for Optimism

Reasons for Optimism

We wish you a happy New Year and hope you were able to close out 2022 with friends and family.   The beginning of a calendar year is often the time when the previous year’s reflections...