Economic & Market Report: A Closer Look at Corporate Earnings Season

Corporate earnings season is underway once again.  With the second quarter of 2023 having just drawn to a close at the end of June, publicly traded companies will soon be coming forward to not only reflect on their recent operating results, but perhaps more importantly to update their projections on performance through the remainder of the this year and next.  …

Economic & Market Report: Outlook from Jackson Hole

On Wednesday, I had the opportunity to attend the GIC Teton Economic Outlook conference in Wyoming.  The event brought together some of the best and most thoughtful economic and financial minds in the industry today for an interactive discussion about the broader macroeconomic and investment outlook as well as more focused discussions on labor markets and cryptocurrencies.  What made this event even …

Economic & Market Report: The Four Horses for Portfolio Gains

The outlook is strong for asset allocation portfolios heading into the second half of 2023.  From a broad diversification perspective, markets are providing good reasons for optimism across the key asset class spectrum.  Of course, the outlook is not without risks that must also be considered. Stocks. The trend for stocks as measured by the S&P 500 is definitively to the …

Economic & Market Report: Implications of the Recession Outlook

It has arguably been the most anticipated and predicted economic recession in U.S. history.  It has many of the classic trappings leading up to the event including aggressively tightening central bank, inverted yield curve, contracting manufacturing activity, declining leading economic index, and tightening bank lending standards just to name a few.  The only twist is that the actual recession that …

Economic & Market Report: Bonds Are Back

Summary The bond market is regaining its footing as inflationary pressures continue to wane, with investors showing confidence in improving conditions for the asset class. Favoring U.S. Treasuries over investment-grade corporate bonds and mortgage-backed securities is recommended for the second half of 2023 due to the current market environment. The yield premium for owning corporates remains thin relative to history, …

Understanding Exchange Traded Funds

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can give you the best of both worlds. Here are some key things to know about …

How to Plan Long-Term Care Before You Need It

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition. By planning your care now, you’ll be more likely to have greater control over significant …

What College Students Need to Know About Money

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding how to use their spending money to deciphering student loan options, it can be difficult for students to adjust to the financial side of college living. But it’s a great …