The End Is Near!
Written by Brian Frederick CFP®, CIMA® The End is Near! For once, I wanted to lead off with an inflammatory headline. Before we light the proverbial fuse, let’s think about this. I have always posited that if the headline was “Everything is going to be okay,” no one would click, read, or engage with the […]
Market Downturns Provide Opportunities – Embrace Them
written by Brent Soloway, CcFC® Market Downturns Provide Opportunities – Embrace Them One of the greatest challenges for investors is when the market experiences substantial downturns (which we shall define as 15%+ decline in value). In 2022, the S & P 500 total return was a negative 18.1%. From the middle of February through the […]
Q3 Market Commentary: Past Performance
written by Brian Frederick, CFP®, CIMA® & Trevor Marston What We’re Seeing “The most contrarian thing of all is not to oppose the crowd but to think for yourself.” — Peter Thiel In the world of investing, a well-known adage often surfaces: “past performance does not indicate future results.” Indeed, it doesn’t. Statisticians might even […]
Q2 Market Commentary: The Greener Grass
written by Brian Frederick, CFP®, CIMA® & Trevor Marston What We’re Seeing “The stock market is a device to transfer money from the impatient to the patient.” – Warren Buffett It’s an age-old problem. People always keep trying to look over the horizon and try to find greener pastures. The grass is always greener on […]
Retirement Contributions To Consider Before The Tax Deadline
Written by Ed Bradley, CFP®, ChFC® It’s tax season, and that means many individuals are looking for opportunities to reduce their taxable income and increase their retirement savings. As we head towards the tax filing deadline, it’s important to consult with your financial advisor and tax advisor on your specific situation. Here are a few […]
April Is Financial Literacy Month: Three Phrases To Building A Solid Financial Future
April is National Financial Literacy Month, and when it comes to financial planning, it can be easy to feel overwhelmed and unsure of where to start. However, with the right guidance and strategies, you can create a solid foundation for your financial future. This guide will walk you through the three phases to consider for […]
Market Quarterly Commentary: Rebounds and Reflections
written by Brian Frederick, CFP®, CIMA® & Trevor Marston What We’re Seeing “Know what you own, and know why you own it” – Peter Lynch At the beginning of 2023, the prevalent view was a looming recession. Yet, The S&P500 surprised many by delivering a 26.18% total return. Even the Bloomberg Aggregate US Bond index […]
Roads To Recovery
What We’re Seeing “Here’s the key to understanding risk: it’s largely a matter of opinion.” – Howard Marks Fall is here, bringing along cooler weather and new beginnings. Despite the chill, our economy seems to be holding its warmth, confounding the naysayers. Post-COVID, the world economy has been akin to someone recovering from a significant […]
The “Income” Is BACK In Fixed Income
Most of the time when the term Fixed Income investments or bonds are mentioned, words like “boring,” “confusing,” and thoughts of “why bother?” come to mind. The Federal Reserve has control over the federal funds rate, which in turn sets the tone for interest rates across the entire bond market. On July 26th the Federal Reserve […]
What’s The Story
What We’re Seeing “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” Sir John Templeton. The narrative of financial markets in 2023 has been the tale of two markets to some degree. While the Federal Reserve continues driving the narrative, the real protagonist, so far, is Nvidia. With […]