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Library » August Perspective
August 01, 2022 | Investing
A Balancing Act Where are we after a month with another Fed decision, updated economic and inflation reports, and a big earnings season? The highlights are: June’s Consumer Price Index inflation report was much higher than expected, at 9.1% The Federal Reserve raised rates 0.75%, the second …
Library » Webinar: Quarterly Market Update: Facing the Bear with Patience and Calm
August 01, 2022 | Investing
Market selloffs aren’t fun, and recessions certainly aren’t either. The challenges facing investors and the economy are mounting - inflation, rising interest rates, and the prospects of a recession are all at the top of the list. Hear from Investment Policy Group Director, …
Markets & Economy » 3 Stock Themes We Like
July 28, 2022 | Investing
Today, we are sharing a couple trends in the consumer goods sector that we think present attractive investment opportunities. As an active manager, we are constantly evaluating companies and industries that could make a good fit for one of three investment strategies. But first, how do we …
Insights for Non-Profits » Collaboration Works Wonders
July 25, 2022 | Non-Profits
With a dedicated mission, Westerville Area Resource Ministry (WARM) has become one of the Westerville community's most trusted non-profits thanks to their proactive and clearly-defined approach to identifying donors and cultivating relationships. Now celebrating its 50th anniversary, WARM is a …
Library » Tightening Monetary Policy: A Global Perspective
July 19, 2022 | Investing
Gone are the days when monetary policy meetings went under the radar, paid attention to by the investing community and few others. In a whirlwind reversal, the expedient and aggressive monetary tightening by the Federal Reserve has turned it into a front-page issue. Everyone from economics wonks …
Financial Planning » Mid-Year Outlook: Staying Patient in a Bear Market
July 18, 2022 | Investing
A tough start to 2022 After closing out 2021 on a high note, 2022 has brought challenge after challenge. The post-pandemic recovery was remarkable for so many reasons. The market fell quickly, but it snapped back just as fast, and then continued on up and up, breaking …
Markets & Economy » Looking Over the Inflation Peak
July 14, 2022 | Investing
Update 7/14/2022 This week’s 9.1% headline Consumer Price Index (CPI) inflation reading was certainly a shock to many market observers. There is no doubt that inflation has proved more resilient than most Wall Street expectations from a year plus ago as the stickier components of inflation (i.e., …
Library » Webinar: Market Update: Return of the Bear
July 11, 2022 | Financial Planning
Oil prices, interest rates, inflation, and the return of the bear. How can financial professionals help clients navigate these challenges and more? Hear from Beth Mallette, Managing Director of Capital Goods, who shares her perspective on the macroeconomy as a whole and where …
Financial Planning » How to Buy into Any Market
July 07, 2022 | Financial Planning
Do you have cash and are thinking of investing? That’s smart. The desire of wanting to put your cash to work (rather than having it sitting in a savings account, losing value due to inflation) is the right idea. And the best part is that you’re in control of getting started. There are two …
Insights for Non-Profits » Dealing with Inflation as a Non-Profit
July 06, 2022 | Non-Profits
Earlier this year, the Consumer Price Index reported a more than 8% inflation rate, a remarkable rise and the highest reading in the United States in over 40 years. But you probably don’t need us to tell you that prices are on the rise. Everything from food and groceries to gas and travel …