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Insights

Financial planning is all about you, your family, and your future. We share research and articles to help you understand what’s happening in the financial world and how we are going to help you navigate what comes next.

May 2024

An Updated Timeline on Expected Interest Rate Cuts

May 2024

Rising Treasury Yields Cause Stocks & Bonds to Fall

April 2024

Rising Manufacturing Orders Signal Future Economic Growth

April 2024

1st Quarter 2024 Market Commentary

April 2024

1st Quarter 2024 Recap & 2nd Quarter Outlook

March 2024

Stocks Trade Higher as the Rally Broadens Out

February 2024

Why Hasn’t the Unemployment Rate Risen Further?

February 2024

Stock Market Indices Set New All-Time Highs In January

January 2024

4th Quarter 2023 Market Commentary

January 2024

4th Quarter 2023 Recap & Early 2024 Outlook

December 2023

Why Higher Interest Rates Haven’t Impacted the Economy Yet

December 2023

S&P 500 Registers Big Gain in November

November 2023

Stocks & Bonds Trade Lower as Interest Rates Rise

October 2023

Lesson on Diversification

October 2023

3rd Quarter 2023 Market Commentary

October 2023

Key Updates on the Economy & Markets

September 2023

Interest Rates Could Remain High Heading Into 2024

September 2023

Stocks Trade Lower in August as Interest Rates Rise

August 2023

Exploring a Key Indicator of U.S. Consumer Health

August 2023

S&P 500 Nears All-Time High

July 2023

2nd Quarter 2023 Market Commentary

July 2023

Financial Markets Rebound in the First Half of 2023

June 2023

The Cost of Renting vs Buying in Today’s Market

June 2023

Stocks Diverge, Yields Rise, & Artificial Intelligence Gains Traction

May 2023

Q1 2023 Earnings Season Recap

May 2023

Consumers Remain Resilient as the U.S. Economy Slows in Q1

April 2023

Fewer Shipping Containers Arriving at U.S. Ports

April 2023

1st Quarter 2023 Market Commentary

April 2023

Financial Markets Start 2023 Strong but End the First Quarter on a Question Mark

March 2023

Reviewing the Recent Bank Failures

March 2023

U.S. Economy Continues to Defy Expectations with Impressive 2023 Start

February 2023

Global Markets Trade Higher to Start 2023

January 2023

4th Quarter 2022 Market Commentary

January 2023

Client Letter: 4th Quarter 2022 Recap & 1st Quarter 2023 Outlook

December 2022

Monthly Client Update: Stocks Trade Higher for a Second Consecutive Month

October 2022

3rd Quarter 2022 Market Commentary

July 2022

2nd Quarter 2022 Market Commentary

April 2022

1st Quarter 2022 Market Commentary

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