August 22, 2022
Rattling Cages
Market Uncertainty Last week we talked about the importance of 90% of stocks being above their 50-day moving averages, which is historically a very positive development, but what could lead...
Insights
August 18, 2022
Secure Act 2.0
Secure Act 2.0 is currently making its way through congress. Watch this week’s educational episode to hear Jason Hatley, Financial Planning Manager, go over what laws might change such as...
August 15, 2022
Ninety Percent?
Market Strength There have been a lot of questions asked related to the market strength we have seen the past few weeks. Is it sustainable? Is what we've seen a...
August 12, 2022
Innovation Mavericks: Mitch York, Certified EOS Implementer®
What is a Maverick? Mavericks are free-thinking people who refuse to conform to society's standards and are driven to change the world. Mavericks are intelligent, inventive, imaginative, and genius, independent....
August 8, 2022
Winners and Losers
Recession? We continue to receive client questions about the idea of us being in a recession and what impact that talk has on the market. It is important to point...
August 4, 2022
Friend-Shoring
What is friend-shoring and how does it impact portfolios? Watch this week’s educational episode to hear Ashley Page go over this topic in relation to global wealth. Ashley Page,...
August 1, 2022
Recession or Recovery?
Current Markets Last week we talked about how this would be a big week with the Federal Reserve and GDP reports. The data and the market definitely didn’t disappoint. The...
July 28, 2022
The Fed Balance Sheet
In this week’s educational episode, Ty Miller goes over what the Fed balance sheet is and talks about how it’s managed in relation to the economy. Ty Miller Associate...
July 25, 2022
Tornado of Market Activity
The Bond Market This is an enormous week in terms of markets and economic data. On Wednesday, the Federal Reserve will announce their decision on interest rates and then...
July 21, 2022
Explaining Risk-Free Return
Listen to this week’s educational episode where Trey Booth, Chief Investment Officer, puts some context to what risk-free return means. Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant...