What Trump’s Win Means for the Economy and Markets
In a surprisingly decisive victory, Trump has reclaimed the White…
Stocks, Bonds, Bears, and Bulls — Oh My!
Written by Senior Financial Planner Mary Helen Klingen
Funny…
Portfolio Impact of Fed Rate Cuts
On September 18, the Federal Reserve (the Fed) lowered the federal…
Labor Pains: The “Sahm” Before the Storm?
On July 31, Jay Powell, Chair of the Federal Reserve (Fed), characterized…
Three Men, Three Lessons, 300 Years
Over the last six months, the finance and investment world has…
The World Investable Portfolio
Innovation and productivity―both stalwart cornerstones of civilization―are…
Can a Charitable Distribution Help You Meet Your IRA Required Distribution?
Do you enjoy charitable giving? Do you have an IRA (Individual…
Spot Bitcoin ETFs: Understanding what they are and their investment implications
Bitcoin, the world’s most popular cryptocurrency by market…
Economic & Market Insights: Reflecting on 2023 and Looking Forward to 2024
A Resilient Economy
At the beginning of last year, most economists…
What is the Value of Five Golden Rings?
In the beloved Christmas carol, “The 12 Days of Christmas,”…
U.S. vs. Emerging Markets: Comparing Performance Since the Global Financial Crisis
For more than a decade, U.S. stocks have essentially been the…
Why Has the Number of Public Companies Declined?
The recent near-highs of the stock market are masking a trend…