Blog
We are always engaged in financial research and we periodically present our findings to our clients.
Fed Rate Cuts: What Is the Bond Market Signaling to Investors?
Fed Chair Jerome Powell's recent speech at the Fed's annual Jackson Hole conference, which has been covered extensively in the media, reinforced that an interest rate cut in...
How Investors Can Keep Up with Inflation
When it comes to natural disasters, it's important to be prepared for earthquakes and erosion alike. Even though one is immediate and dramatic while the other is slow and...
How Reliable is Government Data? Creating a Balanced Economic Picture
For investors trying to understand the economy, recent reports have provided mixed signals, even leading President Trump to fire the Bureau of Labor Statistics commissioner....
The Role of Social Security in Financial Planning
Social Security, one of the most important government programs for retirees, has evolved over its 90-year history. As the aging population grows, so too do concerns about...
Bitcoin, Copper, Gold, and Silver: A Portfolio Perspective
One of the biggest challenges for investors is balancing long-term goals with short-term market moves. This is just as true when financial markets are rallying as when they...
What the “One Big Beautiful Bill” Means for Investors
After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching,...
Quarterly Market Update for Q2 2025: Tariffs, Geopolitics, and All-Time Highs
The second quarter of 2025 showcased both the resilience of financial markets and their sensitivity to policy uncertainty. From the White House's tariff announcements in...
How a Weakening Dollar Affects Long-Term Investors
For many Americans, the status of the U.S. dollar reflects the country’s position in the world. However, the dollar has weakened in recent months amid trade and economic...
Estate Planning: Important Considerations Amid Political Uncertainty
After a lifetime of working hard, saving diligently, and investing wisely, one of the key considerations is how to pass these assets to future generations. This is where...
Monthly Market Update for May 2025: A Positive Month Despite U.S. Debt Downgrade
Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of new trade agreements, mixed...
What Debt, Deficits, and the Moody’s Downgrade Mean for Investors
Moody's recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status. Following Fitch's downgrade in 2023 and Standard & Poor's...
Planning for Rising Health Care Costs and the Role of HSAs
The cost of health care continues to climb with no signs of slowing down, making it one of the most significant expenses in retirement. A 65-year-old retiring today could...