April 24, 2023
Seven Percent Gauge
Market History This will be one of the busiest weeks for the first quarter earnings season, and we want to address the concerns around expectations for earnings growth to be...
April 20, 2023
What is Correlation?
Listen to this week's educational episode to hear Ty Miller talk about what correlation means and how it relates to portfolio diversification. Ty Miller Associate Vice President Wealth Consultant...
April 17, 2023
Debt Up, Fuel Down
The Debt Ceiling This week's market-moving event is around the debt ceiling debate. Investors will watch carefully as the House Speaker gives his speech at the New York Stock Exchange....
April 13, 2023
The Client Experience
Join us for this week’s educational episode, where Greg Powell sits down with our newest team member, Makenzie Phillips, to discuss her role as Operations Specialist and what she enjoys...
April 10, 2023
The Misery Index and Markets
Jobs The jobs report on Friday showed that 236,000 jobs were added to the workforce. The unemployment rate fell to 3.5% from the previous 3.6%, and the labor participation rate...
April 6, 2023
SIPC Asset Protection
In this week’s educational episode, Trey Booth, Chief Investment Officer at Fi Plan Partners, explains the difference between the Federal Deposit Insurance Corporation (FDIC) and the Securities Investor Protection Corporation...
April 3, 2023
Market Seasonality
Historical April March was volatile, but seasonality patterns prevailed, as stocks performed well in the last half of the month. As you can see in a chart shown in this...
March 30, 2023
Banking and the Economy
Watch or listen to this episode to hear Ashley Page talk about the banking system and how it can have an impact on the overall economy. Ashley Page, JD,...
March 27, 2023
Is Volatility The New Norm?
Never Ending Volatility Recently, we’ve been getting questions from clients regarding what seems like never-ending volatility in the market. Because of this, we wanted to share a chart with you,...
March 23, 2023
Financial Planning for Homeowners
In this educational episode, Mark Hume goes over two important financial planning topics for homeowners to know. Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here...