Broker Check
Posted on November 02, 2022

Small Wins

We’ve got three small wins for you this week. When it seems like there’s a flood of bad news and everything is unpredictable, we think it’s important to highlight the bright spots when we see them. Small Win #1: The economy bounced back in Q3 U.S. economic growth made a comeback last quarter – the […]

Category: News

Posted on September 22, 2022

Summer Rally Over?

We’ve got some thoughts to share as we welcome the first day of fall. Higher-than-expected inflation data slammed investor expectations and rippled through markets, causing a broad selloff.1 We definitely expect to see more volatility in the weeks to come. Why are markets selling off? Folks were hoping that tamer inflation would cause the Federal […]

Category: News

Posted on September 08, 2022

Loans forgiven? (headlines missed this BIG detail)

Have questions about the recent student loan forgiveness announcement? We’ve got (some) answers. You’ve probably heard by now that the government plans to forgive federal student loans for roughly 20 million Americans.1 Here’s what we know about the loan forgiveness so far:2 The Dept. of Education will forgive up to $10,000 in federal student loans […]

Category: News

Posted on August 16, 2022

Scammers want your money (help below)

Scams got a big boost during the pandemic and we’ve been hearing about more folks (even very tech-savvy ones) getting caught up. We wanted to share some tips so you and your loved ones can stay safe. You might think your friends, family, and elders would be too smart to get caught, but the wider […]

Category: News

Posted on July 19, 2022

Rollercoaster ride?

A short blog post about rollercoasters. Markets rallied in relief on some better-than-expected data on Friday.1 It was a bright spot in what has seemed like a relentless parade of bad news. But the Dow, S&P 500, and Nasdaq still all closed out the week with losses.1 Is this the bottom of the bear market? Maybe. […]

Category: News

Posted on June 16, 2022

Bear Market, Now What?

Well, it happened. We knew that markets were going to continue their wild ride, and here we are. Stocks slid into bear market territory after a bad May inflation report showed that prices rose at the fastest pace since 1981.1 It’s clear that the Federal Reserve’s efforts to cool inflation haven’t borne fruit yet, and […]

Category: News

Posted on May 20, 2022

That 70s Economy

Markets gifted us with another burst of volatility and headlines are looking apocalyptic again. Some folks might think it’s time to bail on markets for the summer, but we’ll tell you why that thinking is a mistake. First, let’s peel back some layers to explore what’s driving markets. (Want to discuss any concerns directly? Just […]

Category: News

Posted on May 03, 2022

Another Wild Ride

Markets bucked and sold off again.1 Should we be worried? Not necessarily. These things happen pretty regularly, especially when headlines are negative. In fact, you might recall that we kicked off 2022 with a big drop.2 So, let’s talk about what’s behind the latest wild market ride. (Scroll to the end if you want to […]

Category: News

Posted on April 05, 2022

A Month of Sports…and Taxes

Almost everyone we know watches sports and it’s a topic of daily conversation at our office. But we bet it will come as a surprise to many that the most-watched televised sporting events actually take place outside the United States. In fact, of the Top 10 most watched sporting events around the globe, three are […]

Category: News

Posted on March 01, 2022

What comes next?

Some perspective on the grim situation in Ukraine and what could happen in markets. The invasion of Ukraine is a serious and scary escalation in tensions between Russia, Europe, and the United States. Before we dive in to what it could mean, let’s take a moment to think about the many folks who are suffering […]

Category: News

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