Our current stock allocation is in an Over Weight position. This allocation of stocks vs. bonds is driven by many…
U.S. Gross Domestic Product (GDP) in the 4th quarter was positive and confirmed the economy was not in a recession….
As we kick off the new year, we’re also reflecting on all we accomplished in 2022. Thank you to our…
This document is not intended to be taken as investment advice, a recommendation, or an offer or solicitation to purchase…
Every financial plan has an elephant in the room — that being the passing of a family member, spouse, loved…
In the Fed’s last meeting of 2022, the fed funds rate was hiked by 0.50% to a target range of…
Retail sales figures in the U.S. showed an 8.3% increase in October compared to the same time last year. Although…
Following two straight quarters of negative growth, U.S. Gross Domestic Product (GDP) rose in the 3rd quarter at a 2.6%…
U.S. Initial jobless claims (claims for unemployment insurance) have fallen in 6 of the past 7 weeks and have recently…
Federal Reserve Chairman Jerome Powell’s latest speech in Jackson Hole reinforced the Fed’s commitment to bringing down inflation. He was…
The European Central Bank (ECB) surprised markets by hiking interest rates by 0.50% after initially signaling for just 0.25%. It…
U.S. Gross Domestic Product declined by –1.4% in the first quarter, the first contraction since 2020. The decline was driven by…
The Federal Reserve raised interest rates for the first time since December 2018 to a range of 0.25% – 0.50%….
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