As we begin the year, investors ponder if the strength of the markets in 2023 will extend into 2024. We discuss the factors that drove market performance last year, the financial landscape as we enter 2024, and the...
NEWS & INSIGHTS
Attention Is Back on Bitcoin
Bitcoin is returning to the spotlight after the Securities and Exchange Commission (SEC) recently approved Exchange Traded Funds (ETFs) that hold Bitcoin futures. Investors are likely to see a marketing push promoting...
A Robust Year for Investments
Robust investment gains rewarded investors in 2023. Declines in inflation and interest rates stimulated both the economy and the markets. Significant growth was achieved despite a number of challenges, surprising some...
Positive YTD Results Despite Third Quarter Market Challenges
The investment markets stumbled during the third quarter due to several negative events. Fortunately, the U.S. economy remains strong. A government shutdown was averted, but not resolved. Pullback in the Markets A...
Webinar: 2023 Mid-Year Market Updates
The mid-point of 2023 offers a number of positive notes for investors. Investment gains are strong and inflation is falling, among other important updates. In this webinar we discuss key considerations in the markets...
Recovery and Resilience: 2023 Second Quarter Commentary
Stocks rallied in the second quarter, posting impressive half year returns. The U.S. debt ceiling limit was resolved, averting a government default. The Fed paused on rate increases, at least for now. An Impressive...
The Dangers of Chasing Investment Trends
The world of investing is attractive because of its potential to grow your wealth more rapidly than traditional savings accounts can. As part of evaluating the market, individuals are often enticed by investments...
Market Resilience to Start the Year: 2023 First Quarter Commentary
Bonds and stocks enjoyed investment gains during the first quarter of the year. Bank defaults shook the markets, but resilience has followed. Inflation continued to wane, and the Fed raised rates at a more modest pace....
Your Money: What You Need to Know for 2023
A new year brings fresh outlooks and opportunities for your finances. This webinar focuses on: The current investment environment. Tax changes that affect your retirement. Important planning for inherited IRA accounts....
Looking Forward After a Difficult Year in the Markets
Stocks incurred their worst declines since 2008 and bonds suffered their heaviest losses in more than 100 years. Many decades-long investment trends reversed in 2022, reminding investors that investments always move in...
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