2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated exceptional returns of 26.3%, 16.2%, and 44.7% with reinvested dividends last year, respectively. The S&P has come full circle and is now only a fraction of a percentage point below the all-time high […]
2024 Market Outlook Read More »
Thanksgiving is a day to share and reflect on what you’re thankful for and what is truly important in life. Today, we’re thankful for our relationships and the people we have the privilege to interact with on a daily basis, both personally and professionally. We’re blessed that our business is focused on serving the needs
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We owe a debt of gratitude to the men and women who have served our country. It comes at no small personal cost: family, friends, and health to name a few. They pay a personal price without asking the rest of us to do the same. Today, we honor those that have served, and those
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The strength of consumer spending and household balance sheets has been a bright spot in an otherwise challenging market and economic environment. These factors have helped to keep the economy out of recession and have bolstered corporate earnings, but they have also kept inflation hotter than the Fed might otherwise like, resulting in higher interest
Household Net Worth Hits All-Time High Read More »
On the morning of Saturday, October 7, Hamas, launched a surprise attack on Israel killing hundreds and plunging the region into further conflict. Israel immediately declared war on Hamas, responded with air strikes, and called up 300,000 army reservists. The U.S. and many U.N. Security Council members have condemned the attacks by Hamas, which is
The impact of regional wars on markets depends on the economy Read More »
