by admin | Dec 8, 2023 | Financial Planning
Dear Friends, 2024 is a leap year and taking that extra day to implement financial planning strategies can serve you well for decades to come! We have included in this week’s newsletter a number of financial goals to consider for 2024. As you give thought to the...
by admin | Dec 7, 2023 | Financial Planning
Dear friends, Many of you have called about investment into a Certificate of Deposit (CD) and Money Market Fund. A certificate of deposit (CD) is a savings product that earns interest on a lump sum of money for a fixed amount of time. CDs differ from savings accounts...
by admin | Nov 22, 2023 | Weekly Wrap
Dear Friends, We wish you and your families a happy Thanksgiving. Over the past three weeks, the S&P 500 has enjoyed its best performance since 2020 as investors have started to regain confidence with cooling inflation. As we start to look toward the year’s end,...
by admin | Nov 10, 2023 | Market Outlook, Weekly Wrap
Dear Friends, Over the last two weeks, markets rebounded with two main macro drivers. The first is decreasing yield pressure from bond markets as a result of the Fed’s dovish rate decision and decreasing treasury supply for the rest of the year. The second driver is...
by admin | Oct 27, 2023 | Market Outlook, Weekly Wrap
Dear Friends, This Wednesday, the Bureau of Economic Analysis released the “advance” estimate of third quarter US Gross Domestic Product data which showed a strong rise at 4.9%. At the same time, core inflation continued to slow to 3.7%. While these figures are...
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