20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
We hope you’ve had a great first quarter of 2023! In this quarter's...
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
Inflation
What’s in the Inflation Reduction Act of 2022?
What’s in the Inflation Reduction Act of 2022?
President Biden signed the Inflation Reduction Act of 2022 into law on...
I’m retired…why has my portfolio been so volatile?
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high...
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
Webinar Replay – Inflation, Interest Rates & the Risk of Recession
A replay of our August 2, 2022 discussion of how today's biggest market and economic themes affect your investment strategies.
Are Inflation & Interest Rates Peaking?
Are Inflation & Interest Rates Peaking?
In June, the Consumer Price Index report showed that inflation rose...
Is the U.S. Headed for Recession?
Is the U.S. Headed for Recession?
The first two quarters of 2022 marked the worst start for the stock...
How Bad Will the Stock Market Correction Get in 2022?
How Bad Will the Stock Market Correction Get in 2022?
Uncertainty seems to be everywhere with high inflation and interest rates, and the war in Ukraine. So how should we expect these ongoing challenges to affect your investment strategy? Are we heading for recession? And, most importantly, should you make a change?
Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio
Webinar Replay – Inflation, Interest Rates, the Ukraine War & Your Portfolio
We invite you to view this replay of our discussion covering how inflation, interest rates, and the Ukraine war could affect your portfolio.
Inflation, Interest Rates, the Ukraine War & Your Portfolio
Inflation, Interest Rates, the Ukraine War & Your Portfolio
How concerned should we be about inflation? Why are interest rates going up? What could the war in Ukraine mean for markets? How does all this affect my portfolio? Read more in this quarter's update.
The Ukraine Russia Conflict & the Global Economy
The Ukraine Russia Conflict & the Global Economy
The Russian invasion of Ukraine is concerning in many ways. As with every event like this, the Russia-Ukraine conflict brings uncertainty. However, we’ve seen similar situations and conflicts in the past, so history has some valuable insights that may provide some reassurance.
Inflation and the Federal Reserve
Inflation and the Federal Reserve
Inflation hit 7% in 2021, the highest one year increase we've seen since 1982 and the Federal Reserve is taking action. Why and how does this work? We take a look at this question in this week's article.
Market Volatility, Inflation, Rate Hikes, and Your Portfolio – Webinar Replay
Market Volatility, Inflation, Rate Hikes, and Your Portfolio – Webinar Replay
Replay of our discussion covering January's market volatility and how inflation and expected interest rate increase could affect your portfolio.
Market Volatility, Inflation, Rate Hikes & Your Portfolio
Market Volatility, Inflation, Rate Hikes & Your Portfolio
What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter's review.
Should You Worry About the Spike in Inflation?
Should You Worry About the Spike in Inflation?
Does the recent inflation spike mean you’ll have to make lifestyle changes? Are we about to return to the 80’s-era inflation? Prices climbed 6.8% in the last 12 months, the biggest jump in almost 40 years. So, what’s happening? And, more importantly, should you be concerned?
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what's next for the market, economy, and your portfolios.