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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
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  • Market Commentary
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  • All
  • Articles
  • Market Commentary

Market Commentary 09/19/2023

The Markets Adding new ingredients to the economic blender. The performance of United States economy in 2023 has been as …

Market Commentary 09/12/2023

The Markets All the work, work, work. 2023 has been a remarkable year so far. It has, “confounded economists, humbled …

Market Commentary 09/06/2023

The Markets Lowering inflation. If you’ve ever waited in traffic while the center section of a bridge lifts to allow …

Are You Prepared for a 30 Year Retirement?

The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a …

25 Ways to Make Friends in Retirement

Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time …

Market Commentary 08/29/2023

The Markets Becalmed. The Chinese government’s zero-COVID policy took the wind from the sails of its economy. When the government …

Market Commentary 08/22/2023

The Markets Higher bond yields may be good for income investors – and not so good for stock markets. After …

Market Commentary 08/16/2023

The Markets Consumer sentiment is a lagging indicator. It’s also a contrarian indicator. After rising sharply in June and July, …

Market Commentary 08/08/2023

The Markets An unwelcome surprise. Last week, Fitch Ratings startled markets by lowering the credit rating of United States Treasuries …