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Economic and Market Update – April 2025

Our current stock allocation is in an under weight position. This positioning between stocks and bonds is determined by technical…

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Economic and Market Update – October 2023
Economic and Market Update – October 2023

Our current stock allocation is in a Slightly Over Weight position. This allocation of stocks vs. bonds is driven by…

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Economic and Market Update – September 2023
Economic and Market Update – September 2023

Our current stock allocation is in an Over Weight position. This allocation of stocks vs. bonds is driven by many…

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Economic and Market Update – August 2023
Economic and Market Update – August 2023

Our current stock allocation is in an Over Weight position. This allocation of stocks vs. bonds is driven by many…

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Economic and Market Update – July 2023
Economic and Market Update – July 2023

Our current stock allocation is in an Over Weight position. This allocation of stocks vs. bonds is driven by many…

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Economic and Market Update – June 2023
Economic and Market Update – June 2023

Our current stock allocation is in an Over Weight position. This allocation of stocks vs. bonds is driven by many…

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Economic and Market Update – May 2023
Economic and Market Update – May 2023

Our current stock allocation remains in a Slightly Over Weight position. This allocation of stocks vs. bonds is driven by…

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Economic and Market Update – April 2023
Economic and Market Update – April 2023

Our current stock allocation remains in a Slightly Over Weight position. This allocation of stocks vs. bonds is driven by…

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Economic and Market Update – March 2023
Economic and Market Update – March 2023

The U.S. stock market has shown enough strength to lead us to increase stock allocation to Slightly Over Weight position….

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The Impact of SECURE Act 2.0
The Impact of SECURE Act 2.0

On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. It includes what some call the SECURE Act…

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Economic and Market Update – February 2023
Economic and Market Update – February 2023

U.S. Personal Consumption Expenditures (PCE), the Federal Reserve’s preferred inflation gauge, showed that inflation reaccelerated in January. The price index…

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Economic and Market Update – January 2023
Economic and Market Update – January 2023

U.S. Gross Domestic Product (GDP) in the 4th quarter was positive and confirmed the economy was not in a recession….

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2022 Year In Review
2022 Year In Review

As we kick off the new year, we’re also reflecting on all we accomplished in 2022. Thank you to our…

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