2023 First Quarter Review and 2023 Outlook
The first quarter saw positive returns for most stocks and bonds. In the first quarter, the S&P 500 Index returned 7.50% and the Bloomberg U.S. Aggregate (Bond) Index returned 2.96%. The market experienced high volatility due to investors changing inflation...
2022 Review and 2023 Outlook
The S&P 500 Index did rally in the fourth quarter gaining 7.56% but still finished the year down 18.11%. The last year with a negative return for the S&P 500 was 2018 (down 4.38%). The last year with a double-digit negative return was 2008 (down 37.0%)....
2022 Third Quarter Review and Outlook
The S&P 500 finished the third quarter down 4.88% and down 23.87% for the year. The decline in stock prices is primarily due to a compression of stock price earnings multiples due to rising interest rates. The Federal Reserve has raised the federal funds rate to...
2022 First Half Review and Outlook
Through the first half of the year the S&P 500 has returned -19.96%. The financial markets are expecting the Federal Reserve to continue to raise interest rates to drive down inflation and cause a recession. The increase in interest rates have driven down bond...
May Market Update
Stocks have fallen sharply this year and are now in a correction due to concerns about inflation and Federal Reserve monetary policy. On May 11th, the Consumer Price Index (CPI) for April reported an 8.3% increase year over year. This was higher than analysts’...
How Hiring A Financial Planner Will Benefit Your Business
Being a business owner comes with a lot of responsibilities. You have to keep an eye on a lot of things, and sometimes, you might overlook a thing or two. What can you do to ensure that every aspect of your operation is taken care of? One of the most common challenges...
The Difference Between Fee Only and Fee Based Financial Planners
A financial planner is someone who helps you manage your current and long-term financial goals. They can help you achieve these goals by understanding your current financial status and presenting a proper plan that allows your money to make money for you. A financial...
How Hiring A Financial Planner Will Benefit Your Business
Being a business owner comes with a lot of responsibilities. You have to keep an eye on a lot of things, and sometimes, you might overlook a thing or two. What can you do to ensure that every aspect of your operation is taken care of? One of the most common challenges...
All You Need to Know About Private Wealth Management
Private Wealth Management or PWM involves the asset management of accredited investors or high net worth individuals (HNWIs). Private wealth managers forge a close relationship with their wealthy clients to identify their monetary needs and help develop a portfolio...
3 Common Mistakes of Affluent Investors
Often, overconfidence leads to bad investment decisions. This is especially true for high net worth individuals as their overconfidence grows from past successes in their professional life. Of course, confidence is a good quality to have when making investment...
Fee Schedule and ADV Form
White Papers
Posts by Year
