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The Blog

Weekly insights on the markets, economy, and financial planning

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.

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Recent Articles

We are pleased to announce that we have been selected to Financial Advisor Magazine's list of America's Top RIAs for 2023.
Rising yields continued to pressure stocks in the wake of a surprise rating downgrade of U.S. government debt by a major credit rating agency.
On August 1, Fitch, a credit ratings agency, downgraded the U.S. debt from AAA (the highest rating) to AA+. Does it matter?
Join our Chief Investment Officer, Mike Minter, as he provides commentary and analysis on the markets and economy for the 2nd quarter of 2023.
A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve.
The Fed's challenge since they began raising rates in March 2022 has been to strike a balance between beating inflation and preventing a recession, i.e., achieving a so-called "soft landing."
Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments.
Big question: how’s the economy doing so far in 2023? With the year more than half over and markets on a spree, it's an important question to consider.
Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lowering bond yields.
Harry Markowitz, the pioneer and father of Modern Portfolio Theory, passed away on June 22 at the age of 95.
Major stock market indices made significant gains in the first half of 2023 due to slowing Fed rate hikes and a strong rally in tech stocks.
This is the Financial Synergies 2nd Quarter 2023 Market Review and Commentary. We hope you find the information helpful.
It was a winning week all around - literally. All 11 S&P 500 sectors finished higher; the major indices all finished higher; and the value stocks as a class finished higher as did the growth stocks.
Interest rates and valuation levels are having a significant impact on this market and economic cycle, and it's important to understand why.
This holiday-shortened week of trading saw the S&P 500 and Nasdaq break five and eight week winning streaks, respectively.

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