Blog
We are always engaged in financial research and we periodically present our findings to our clients.
3 Investor Lessons from the Summer’s Market Volatility
As everyone settles into their post-Labor Day routines, it’s a good time for investors to reflect on markets and review their financial plans for the rest of the year....
How Corporate Earnings Support the Market Rebound
Financial markets have been resilient in recent weeks, almost fully recovering from the swings experienced at the beginning of August. Major stock market indices are once...
How Carry Trades and Market Fragility Impact Investors
Financial markets have felt more fragile recently with investors concerned about the economy, the possibility that the Fed may be behind on cutting rates, and some...
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...