Market Commentary | January 17, 2023
Bullish or bearish? After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals – from investors to asset managers –
Bullish or bearish? After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals – from investors to asset managers –
It’s being called the “Goldilocks” report. Last Friday, we learned that demand for workers in the United States remained strong in 2022. The unemployment rate
The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income
As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets,
It’s common knowledge that investing in mutual funds, index funds, or exchange-traded funds (ETFs) can help build a diversified portfolio. These funds hold diverse baskets
It’s finally over. 2022 was a dismal year for financial markets. Major United States stock indices moved lower, trimming or eliminating the previous year’s gains.
What a year! In some ways, it feels as though we lived through several years in 2022. The onslaught of events included, “The first major
Bad news is bad news, once again. For months, investors have cheered bad economic news. When the United States economy showed signs of weakness, stock
What comes next? The U.S. stock market tends to be a forward-looking vehicle. Investors make decisions today based on what they think may be ahead
What will it take to slow this economy down? In 2001, railway workers slowed a runaway train in Ohio by latching a second engine to