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Library » February Perspective
February 01, 2023 | Investing
A Green January 2023 started off strong with all US stock indexes finishing the month in the green, a welcomed sight for investors. The S&P 500 added 6.2% in January, while the Nasdaq Composite finished the month gaining 11% – marking its best start to the year since 2001. Optimism stems from a …
Markets & Economy » 5 Things to Know About Recessions
January 30, 2023 | Investing
Is a recession coming? A question that is top of mind for investors, businesses, and everyone in between. In our Annual Outlook, we shared our view that growth will continue to slow, and a recession is the most likely outcome. If a recession does materialize, we expect downward pressure on …
Insights for Non-Profits » 3 Ways Your Organization Can Start the Year off Right
January 24, 2023 | Non-Profits
New year, new aspirations! Now is a great time to set goals, get on track, and manifest a successful year ahead. To give context to what to expect in financial markets and the economy this year, we will be sharing our Outlook on February 9, sign up today to reserve your spot. Until then, read …
Library » January Perspective
January 03, 2023 | Investing
Goodbye, 2022 From all-time highs in January to a bear market in June – 2022 was nothing short of challenging. Investors and policy makers had to jump over plenty of hurdles including high inflation, rising interest rates, and recession fears. The Fed’s aggressive rate hikes to combat raging …
Insights for Non-Profits » An Inside Look into Navigating the Non-Profit RFP Process
December 27, 2022 | Investing
A request for proposal, or RFP, is an important tool when selecting an investment advisor. Non-profit leaders have a fiduciary duty to select advisors in a prudent manner, and by executing a formal RFP process, organizations can fulfill their responsibility by interviewing multiple advisors in …
Markets & Economy » You Ask, We Answer: Our Views on the Election, Labor Markets, and Crypto
December 08, 2022 | Investing
There’s no shortage of topics to discuss and break down when it comes to markets and the economy, and today we’re sharing our views on current events that are top of mind. Get answers to: How will the election results impact the market and our investment strategy? What is the labor market …
Library » For Your Reading Pleasure: Our Year-End Book List
December 06, 2022 | Investing
‘Tis the season for gifting and (hopefully) relaxing, which is why we are excited to release our second annual year-end book list. This year you’ll find some of our employees’ favorite reads – both fiction and nonfiction – on a diverse array of topics. Enjoy! Anxious People by Fredrik …
Library » December Perspective
December 01, 2022 | Investing
The Fed Re-Focuses After a difficult year characterized by higher interest rates, high inflation, and recession fears, markets rallied late in November on fresh Federal Reserve (Fed) governor commentary regarding their potential future moves, providing some semblance of relief for investors. …
Markets & Economy » Checking in on the Fed and Market Rally
November 11, 2022 | Investing
Federal Reserve (Fed) Chairman Jerome Powell stepped to the podium at his most recent press conference and delivered a very clear message: The market should expect rates to remain higher for longer. This sent markets lower and led to an aggressive repricing higher of the Fed’s terminal rate. …
Financial Planning » Giving the Gift of a Roth IRA
November 09, 2022 | Financial Planning
Key Takeaways Give your child or grandchild head starts on their retirement savings by opening a custodial Roth IRA (Individual Retirement Account). Know the basics of making IRA contributions and what qualifies as earned incomes. Understand some of the benefits and potential drawbacks …