Investors have been recalibrating their expectations. There is a lot going on in the world that could affect the value of financial markets – wars,

Inflation and geopolitics and earnings. Oh, my! It was a rough week for stock markets. “The S&P 500 closed 1.5% lower on Friday, while the

The bull charged from October 2023 through March 2024. Last week, it took a breather. Optimistic may be the best word to describe the first

A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not

There’s growing evidence of the value that financial advisors bring to the table, beyond investment management. This concept, often referred to as “Advisor Alpha,” has

What do dieters have in common with the Federal Reserve? If you’ve ever dieted, you may be familiar with the weight-loss plateau. Many people experience

The central banks have spoken. No one expected the United States Federal Reserve to announce a rate change last week – and it didn’t. But

Here’s the tea on stock markets and presidential elections. Last week, a slew of headlines mentioned stock market bubbles and frothy valuations. The implication was

The week got off to a good start… In testimony before House and Senate committees, Federal Reserve (Fed) Chair Jerome Powell noted that prices had

The bull market is alive and well. “We know what investors are thinking,” reported Jacob Sonenshine of Barron’s. “The gains can keep coming, driven by