Are you ready to become a better investor? Would you like to learn more about the most essential principles driving wealth creation and preservation without hurting a bit?
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The economy is generating new jobs, but the number of new jobs being created isn’t overwhelming; holding steady at 3.7% in December.
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In the absence of a profit-killing recession, a moderation in Fed rate hikes and a keen interest in artificial intelligence pushed the Dow Jones Industrials to a new all-time high while the S&P 500 Index ended the year just shy of a record. Will strategists be optimistic or pessimistic about the upcoming year of 2024?
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Although progress is being made to bring inflation down, victory has not been declared. When will it become appropriate to begin dialing back the amount of policy restraint that's in place?
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Hospice care is a specialized type of healthcare designed to provide support and comfort to individuals who are facing a life-limiting illness. The primary goal of hospice care is to enhance the quality of life for patients and their families during the final stages of an incurable illness. Here are some key aspects to help you understand hospice care:
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While there are challenges in finding work in some industries, there’s nothing here to suggest that economic growth is about to stall.
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The existence of excess savings during a pandemic can have both positive and negative implications. As the situation evolves and economic conditions stabilize, the question of what individuals and households will do with their excess savings becomes important. Will any savings that may remain boost economic growth?
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It's time for mutual fund capital gain distributions! We're committed to creating tax-efficient portfolios for our clients to minimize unwelcome distributions. Discover what distributions to expect from these several mutual fund companies:
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Investors have warmed to the slowdown in the rate of inflation and stocks continue to rally. We look at the head fakes over the last year, questioning if the Fed is done hiking interest rates.
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Continuing jobless claims are released weekly by the Department of Labor. Based on 50 years of data, an increase of this magnitude has always led to a recession - let’s review the cycle of events.
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Here is a simple reminder to continue focusing on long-term financial goals rather than getting sidetracked by short-term market fluctuations.
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Your risk tolerance and investment goals may lead to a different definition of "underperformance" compared to someone with different objectives. It's essential to have a clear understanding of your financial goals and risk tolerance before assessing your portfolio's performance.
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With the jobless rate in a gradual upward trend, are we headed into a much-elusive recession? Or is the much sought-after soft landing, the most likely scenario?
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The U.S. economy grew at an annual pace of 4.9% in the third quarter, the strongest performance since the final months of 2021 — and more than twice the growth rate of the previous quarter. Is this a sustainable framework for long-term?
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As we pointed out last week, consumer confidence is shaky; yet, people continue to spend and companies are continuing to hire. Will the economy carry on to expand with an encore in Q4?
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Economic activity has been surprisingly robust over the last couple of months, yet there’s a notable disconnect between the economic data and consumer confidence. Let’s review:
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Cybersecurity is of paramount importance in today's interconnected digital world for a variety of reasons. Let's talk about the top 10 cybersecurity threats you should be aware of and how to keep your online world safe and sound.
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When political or geopolitical events surface we begin to question how it’ll influence markets and how it may affect investors. It’s hard to be clinical and objective following the events unfolding in the Middle East; however, let’s revisit past geopolitical events and the market performance.
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The direction of rates will largely depend on the economy's performance; however, let’s review some of the other contributing culprits.
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What’s a rational investor to do? Will you join the crowds and follow the mania of the market or weed out the rash, overthinking, delusional behaviors of others?
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