The housing sector was a huge and early beneficiary of the super-loose monetary policy of 2020-21. But, once the Fed started tightening, housing took the lead downward, as well. This isn’t a repeat of the 2006-11 housing bust, but it will drag on. Don’t expect…
When we come across articles that speak to our core investment philosophies, we are inclined to share them with you all, especially during times of larger market and world events. During these events, emotions run heavy, and our instinct is to flee or immediately change…
Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with a Schumer-Manchin agreement on…
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or…
At a time when recession dominates investment conversations, the consistent strength in the U.S. labor market should be viewed as a bright spot. The June jobs report painted a picture of consistency and strength in the labor market. The U.S. economy added 372K new jobs,…
A Letter to Our Clients We wanted to take a moment to address some of the stress you may be experiencing due to what we’re currently seeing in the markets. Please know that fluctuations similar to this are normal and that your financial plan was…
Five Things to Think About as you Weigh Your Social Security Options Deciding when to claim your social security benefits is not only a big decision but a personal one. After all, it’s likely you have been paying into Social Security for decades, and now…
The Delta Variant and the Markets As the COVD-19 pandemic continues into its next phase, it’s natural to be a little nervous. But now is not the time for panic. Here’s why. With the Delta variant of COVID running rampant, how does another looming…
As July comes to an end, we wanted to take a quick look with you at where the markets might be heading for the rest of the year. While we can use history as a guide, let’s also acknowledge that past performance is no…
One of the best parts of our job is being a part of our client’s life journeys. Even better is when they allow us to share their story with you all. A special client of ours took it even further by asking us if he…