Blog
Commonwealth Transition & Market Update
Firm update: Commonwealth transition, new client portal, and market insights. Learn about our strategic portfolio adjustments and upcoming client reviews.
Read More
Economic Update: What the Recent Downturn Means for You
Market volatility is high, but we remain optimistic long-term. Stay invested, focus on your financial goals. Contact us for personalized advice.
Read MoreNavigating the Economic Landscape - A 2023 Review and Look Ahead
Federal Reserve holds interest rates steady, signaling an end to tightening. Market responds positively, benefiting both equity and fixed income investments.
Read MoreHamas-Israel Conflict
A letter to clients addressing the impact of geopolitical events and the Fed’s interest rate decision on our investment strategy, with a focus on cautious optimism.
Read MoreLooking Ahead: Confidence in the Future of the U.S. Economy
This blog discusses the positive outlook for the U.S. economy, highlighting economic expansion, business optimism, GDP growth, and a strong dollar. It also addresses potential challenges and investment opportunities.
Read MoreShow All
Latest Fed Rate Hike
The Federal Reserve raised its key interest rate by 0.25% on Wednesday, 7/26/2023, bringing it to a range of 5.25%-5.5%. This is the highest level for the benchmark rate since early 2001, and the 11th hike since the Fed started...
Read MoreU.S. Debt Ceiling
The US debt ceiling was reached on Jan 19, 2023. If not raised, the government will run out of money between Jul-Sep 2023. A default could lead to a recession. A deal to raise the debt ceiling for two years is close but not done yet.
Read MoreMarket Volatility
Despite current challenges such as high inflation and rising interest rates, our strategies have performed well. We remain optimistic and continue to monitor our clients’ plans.
Read More