2023 Scholarship Application!

Blog

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.
  • All
  • Articles
  • Market Commentary
All
  • All
  • Articles
  • Market Commentary

10 Questions to Ask When Relocating in Retirement

Did you know that 40% of workers today plan to move to a different city or region after they retire?1 …

Mortgage Gimmicks Explained

Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is …

Market Commentary 08/01/2023

The Markets Central bank palooza! While music lovers attended concerts and festivals across the United States, central banks had a …

Market Commentary 07/25/2023

The Markets Better than expected. In January of this year, the Bloomberg’s MLIV Pulse survey collected and shared investors’ expectations …

Market Commentary 07/18/2023

The Markets Disinflation was in the air! To the great relief of the Federal Reserve, the American economy has been …

Market Commentary 07/11/2023

The Markets Markets are playing Federal Reserve (Fed) Clue. Last week, investors parsed the monthly Employment Situation Summary from the …

Market Commentary 07/06/2023

The Markets Showing remarkable resilience. Throughout the first half of 2023, the U.S. economy and financial markets proved to be …

Flying in Style: Modern Airline Rewards

We recently passed the 40th anniversary of frequent flyer programs as we know them. These programs started really simply, but …

Market Commentary 06/27/2023

The Markets The Artificial Intelligence (AI) Express is traveling fast. Investors are enthusiastic about AI. Late last year, an AI …