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Unpacking all of the latest news: each week, we share our observations on the economy and markets.
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Flash Market Update
September 30, 2022
Simplified Employee Pension Plans (SEPs)
September 7, 2022
Navigating The Divorce Process Maze
August 30, 2022
The Importance of Financial Goals
August 23, 2022
Archives
Early 2022 Market Déjà vu?
Stoicism amid market turmoil comes hard when a tsunami of dire investment headlines and plunging prices hits you, as we’ve seen for the first 2+ months of 2022. Your financial future rides on Wall Street. What should you do? Is it Dejà vu All Over Again? Let’s look at recent history. In 2008, the problem was credit risk fears, rising inflation,…
Cliff's Notes - March 1, 2022
Cliff Hodge, CFA, Chief Investment Officer "As we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say, we know there are some things we do not know. But there are also unknown unknowns—the ones we don't know we don't know. And if one looks throughout the history of our country and…
Dow Jumps Another 100 Points as $1.9 Trillion Stimulus Plan Continues to Boost Market
Written by Jonathan Ponciano of Forbes
Bad stuff the stock market worried about is starting to happen
By Sarah Ponczek and Vildana Hajric, Bloomberg