Blog
We are always engaged in financial research and we periodically present our findings to our clients.
What Dow 40,000 Means for Consumer Net Worth
The Dow Jones Industrial Average reached 40,000 for the first time recently as markets continue to rebound from a 5% decline earlier this year. While this has felt like a...
How Earnings Can Guide Investors in Difficult Markets
With markets nervous about stubborn inflation, a gradually slowing labor market, and the timing of the first Fed rate cut, investors are more focused on this corporate...
Why Cash Is Not a Long-Term Investment
In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic,...
How the Costs and Benefits of College Affect Financial Plans
For many households, college decisions are a cause for celebration. However, college also represents one of the largest expenses and sources of financial stress in our...
How Investors Can Navigate Market Pullbacks, Geopolitical Risk, and More
After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter. Concerns around geopolitical tensions in the Middle East,...
How Tax Policy Affects the Stock Market
As Benjamin Franklin famously said, “in this world, nothing is certain except death and taxes.” Taxes are no one’s favorite topic but their importance cannot be overstated....
3 Market Insights for Investors in Q2 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy as well as over the sustainability of last year’s market rally....
How Residential and Commercial Real Estate Impact Markets
With major stock market indices hovering around all-time highs, some investors continue to worry about the state of the economy. While trends around inflation and jobs have...
What Fed Rate Cuts and Disinflation Mean for Long-Term Investors
Markets continue to be driven by artificial intelligence stocks and the timing of the Fed's first rate cut. Beyond the day-to-day swings, these drivers reflect important...
How Presidential Elections Affect the Stock Market
With the presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day on November 5. A rematch between Joe Biden...
How Gold, Bitcoin and Market Breadth Impact Diversified Portfolios
The stock market rally has briefly paused as investors weigh the timing of the first Fed rate cut this cycle. So far this year, the S&P 500 has achieved 16 new all-time...
How Consumer Spending Supports the Economy and Markets
Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend money on everyday goods and...