Market Monitor – First Quarter 2024
The U.S. economy has defied investor expectations and remains resilient. U.S. GDP has grown above 2% in each of the last six quarters and the labor market continues to be strong.
2024 Outlook
Prepare Not Predict
Last year we penned our cautiously optimistic outlook, Goodbye Tina, with three primary themes that would influence asset prices in 2023. By and large, our expectations came to fruition.
Market Review – November 2023
Markets rallied in November giving investors plenty for which to be thankful.
Market Review – October 2023
Markets across global equity and fixed income added a third month of decline in October.
Market Monitor – Third Quarter 2023
The Federal Reserve paused in September, following a 25 basis points rate hike in July. The major theme coming from the meeting was the potential and willingness of the Fed to remain higher-for-longer in an effort to combat inflation and bring it to its 2% target.
Eight Common Mistakes That Can Jeopardize Your Retirement
According to Charles Schwab, retirement planning is the number one source of financial stress for the majority of Americans.[1] Given the potential for retirement to span 20 or more years, it is extremely important to avoid costly mistakes today which could have detrimental costs tomorrow. This article outlines eight common mistakes people make which can […]
Market Review – August 2023
Markets took a step back in August as sentiment shifted surrounding Fed policy.
Greg Heller discusses how advisory firms benefit from the support and expertise of a larger practice in his bylined article on tuck-ins published in WealthManagement.com’s 2023 Midyear Outlook
CEO Greg Heller’s bylined article titled “How tuck-ins help advisory firms grow effectively” was featured in WealthManagement.com’s 2023 Midyear Outlook. The article explains how smaller advisory firms can scale quickly and efficiently with a tuck-in.
Market Review – July 2023
Markets posted favorable returns in July as investors found renewed optimism in economic data being reported, even in the face of year-over-year earnings declines.
Mid-Year Capital Markets Update
Recessionary Resilience – Defying Expectations
In our 2023 Outlook, Goodbye TINA, we outlined three broad themes that were likely to influence markets in 2023 – continued volatility, moderating inflation and a bear market bottom. The first half of 2023 has largely validated those views and we do not anticipate material changes ahead of year end rebalancing.