Jordan Kahn comments on ways to preserve capital during a bear market for investors nearing or in retirement in this article in US News & World Report
Chief Investment Officer Jordan Kahn discusses capital preservation strategies during a bear market in this article in US News & World report titled “Are Dividend Stocks the Best Path to Income in a Bear Market?”
Jordan Kahn interviewed on earnings to watch for Apple (AAPL), Amazon (AMZN), and Honeywell (HON) on TD Ameritrade Network
Chief Investment Officer, Jordan Kahn, was interviewed on the TD Ameritrade Network where he discusses earnings that were recently released for Apple (AAPL), Amazon (AMZN), and Honeywell (HON).
Alyssa Phillips highlighted as July’s Women in Wealth Tech to Watch by F2 Strategy
Chief Operating Officer Alyssa Phillips was selected as July’s Women in Wealth Tech to Watch by F2 Strategy in honor of her achievements as an accomplished WealthTech executive and experience leading cross-functional teams in highly dynamic organizations.
Market Monitor – Second Quarter 2022
In a broad-based manner, markets retreated over the quarter adding to year-to-date losses. Fixed income, global equities and real assets all came under pressures as the headwinds of rising interest rates, persistent inflation and looming economic contraction continued.
In Focus: Reassessing the Evolving Market Landscape
With the economic fallout including the exacerbation of inflationary forces from the war in Ukraine, CPI at 40-year highs, a flattening yield curve bordering on inversion and a bear market in the S&P 500 index (as of June 13), recession expectations have been steadily rising during early 2022.
Alyssa Phillips profiled in Thrive Global on how we need to adjust to the future of work
Chief Operating Officer Alyssa Phillips was profiled in Thrive Global discussing core values and alignment between personal and professional, including her “Top 5 Trends To Track in the Future of Work.”
Alyssa Phillips provides insights on how RIAs can establish their value to gain competitive advantage during this Financial Planning webinar panel
Chief Operating Officer Alyssa Phillips discusses how RIAs can develop a strong value proposition and avoid being another firm in the crowd in this webinar panel hosted by Financial Planning.
Market Review – June 2022
On the surface, market returns in May appeared to be uneventful and were modestly positive. However, the reality within the month was far from that. For much of May, equity markets largely fell as investor focus turned to whether the Federal Reserve actions to suppress inflation could lead to recession.
Disability and Long-Term Care Insurance
Disability and long-term care insurance are two important types of insurance coverage that tend to go under the radar for many people, but each of these can be critical if you find yourself in a position where you are not able to work or cannot care for yourself. While the circumstances can be unpleasant to […]
Alyssa Phillips shares her wild pandemic ride in Bizwomen by The Business Journals
In this bylined article in Bizwomen by The Business Journals, Chief Operating Officer Alyssa Phillips shares her wild journey throughout the pandemic, including difficulties encountered both personally and professionally, as well as how she overcame them.