November 2024 Market Update

An election season with several twists and turns came to a not-unexpected end with the reelection of President Donald Trump. The received wisdom is that the financial markets hate uncertainty, and we certainly saw some evidence of that in the rally that followed the decisive election results.  

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11.15.2024

October 2024 Market Update

The stock market rose in September... but so did volatility, signaling investors may be getting nervous about what's ahead.

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10.16.2024

Do you have an estate plan?

An estate plan can help create security for your family. or instance, a healthcare directive can help protect you if you get in a car accident and need medical care while unconscious. We look at what goes into an estate plan so you can better assess whether you need to create one.

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10.08.2024

September 2024 Market Update

Nine months into 2024, we may finally see the rate cuts experts were expecting at the start of the year. Here's how the upcoming Fed decision has impacted markets so far.

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09.17.2024

What is the yield curve (and why does it matter)?

As jargon goes, “yield curve” is one of the worst offenders. However, when you look closely at how interest rates work, it’s easy to understand why the yield curve is important, and why many traders and investors use it to help forecast what’s ahead for markets and the economy.

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11.15.2024

Hedge funds, explained.

If your only reference point for hedge funds is pop culture, it can be easy to misunderstand what they are and how they work. Let’s dig into what hedge funds are, how they’re different from other investment funds, and whether you should consider adding hedge funds to your portfolio.

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10.15.2024

Are commodities a golden opportunity?

After a summer spent talking about gold, silver, and bronze, we're focused on how big picture commodity investing can fit into an investor portfolio.

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09.19.2024

The state of the economy

Politicians love to throw around economic statistics on the campaign trail. We put together a nonpartisan primer to help you cut through the spin.

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09.12.2024

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