The Blog

Weekly insights on the markets, economy, and financial planning

There's a war raging between Israel and Iran, and I hope and pray for a speedy resolution. What does this mean for investors?

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Recent Articles

The market can’t catch a break, and there's not much good news to be reported these days. And honestly, it may get much worse before it gets better.
With the uncertainty and market swings of the past few years, it's certainly understandable that some investors would seek the safety of cash.
The first quarter 2022 market downturn squeezed equity and fixed-income asset classes alike. As investors, we've all grown accustomed to pull-backs in stocks, but not like the simultaneous stock and bond drawdowns of the magnitude we just witnessed.
The S&P 500 dropped 2.8% this week, unable to get past concerns about rising rates and the Fed's hawkish mindset.
The task of being a good steward is always top of mind for me. It’s an honor to have the opportunity to help our clients make good decisions with their money.
There has been a fair amount of talk about a possible recession coming to us in the near future. I want to discuss what that means and also give a bit of historical context so that we understand the recession when a recession actually shows up.
With more than 400 million records sold, 15 Grammys won, and instantly recognizable by billions of fans worldwide, Michael Jackson was a pop culture icon.
Last week was shortened in observance of Good Friday, but it was a "Bad Week" for the growth stocks amid upwards pressure in interest rates.
The first quarter of 2022 was rough, and your upcoming quarterly statements are not going to be any fun to look at. You'll be seeing red (okay technically we don't use the color red, but negative numbers). 
After a historically calm 2021, volatility returned in the first quarter of 2022, as inflation surged to 40-year highs, the Federal Reserve promised to raise interest rates faster than previously thought, and Russia surprised the world with a full-scale military invasion of Ukraine, marking the first major military conflict in Europe in decades.
Investors faced historic challenges during the first quarter of the year as markets fell into correction territory.
The S&P 500 eked out a 0.1% gain this week, on the heels of closing out the first negative quarter in two years (-4.6%).
Markets have shown greater signs of stability since the Fed's rate hike announcement two weeks ago. Not only was it widely expected, but many investors believe the Fed should tighten even further.
It's been a rough year for many technology-related stocks. Think Meta (Facebook), Netflix, PayPal, Block (Square), etc.
Interest rates have swung wildly in recent weeks due to the Fed, the conflict in Ukraine, and the spike in oil prices. The 10-year Treasury yield recently exceeded 2%.

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