1 hour ago
Headline Market Strength vs. Underlying Weakness
Economic Tug of War As investment managers, we look at the good and the bad. Last week in our Memorial Day vlog, we discussed the positives we're seeing, such as...
Insights
4 days ago
Secure Act 2.0: New Laws for 529 Plans
Watch this week’s educational episode to hear Greg Powell and Jason Hatley review the recent law changes to college saving plans and how they might affect you moving forward. ...
May 26, 2023
Blessings and Markets
Economic Growth There's been a lot of recent talk about a pending recession or an economic slowdown, so we wanted to go over a recent report showing economic activity in...
May 25, 2023
What is GDP?
The term GDP is widely mentioned in our vlogs and on the news. In this week’s educational episode, Ty Miller discusses what GDP stands for and why it’s an essential...
May 22, 2023
Winning with Interest Rates?
Inflation Impact on Yields We continue conversing with investors interested in current bonds and savings account yields. Because of that, we wanted to give an update on where yields stand...
May 18, 2023
Reshoring of US Manufacturing Jobs
There has been a lot of talk about moving manufacturing jobs back to the US. Watch or listen to this week’s educational episode to hear Trey Booth give an update...
May 15, 2023
Where Are We Going?
Will History Repeat Itself? There has been a lot of negative headline news about the slowing economy, high but falling inflation, as well as the fight about the debt ceiling...
May 11, 2023
The Federal Reserve and Interest Rates
Watch this week’s educational episode to hear Ashley Page talk about the four main factors the Federal Reserve always considers when establishing interest rates. Click the link above to...
May 8, 2023
It’s All In the Wording
Interest Rates and The Fed As expected, the Fed has announced its tenth rate hike in thirteen months. The numbers weren't surprising, but the words they used were. Before, they...
May 3, 2023
New RMD Rules for 2023
In this week’s educational episode, you will learn about the newly enacted age delay rules for Required Minimum Distributions set forth by the Secure 2.0 Act. Watch as Mark Hume...