Investment Management

Monthly Market Insights | September 2022

US Markets:  Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August.   The Dow Jones Industrial Average dropped 4.06%. whereas the Standard & Poors 500 Index fell 4.24% and the Nasdaq Composite lost 4.64%.  A Strong Start: August…

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Monthly Market Insights | August 2022

View Matt’s Monthly Market Insights on YouTube Here US Markets Stocks posted big gains in July, erasing some first-half losses. Investors attitude was encouraged by potential lowered inflation and recession worries and a better-than-expected start to the second quarter earnings season. The Nasdaq Composite lead the indices gaining 12.35% while the Standard & Poors 500…

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Monthly Market Insights | July 2022

US Markets June was a tough month for the markets as recession talk prompted investors to recalculate risk in their portfolios. The Dow Jones Composite Average led the indices to lose only 6.84% while the Standard & Poor’s 500 Index fell 8.39%. The tech-heavy Nasdaq Composite dropped the most losing 8.71% in the month of…

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Morning Market Commentary for Q2 2022

By the end of the first quarter, it seemed as if we had gone through a much-needed correction, and we were on our way to a recovery. That theory ended quickly as the 2nd quarter turned into something much worse as we entered bear market territory for the first time since March of 2020. It…

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Financial Lessons from Famous Dads

Passing along sound financial advice is just one of the many ways dads show they care. In honor of Father’s Day, we wanted to share some of the wonderful words of wisdom dads have bestowed upon their children. Here are some of our favorite financial lessons from famous dads. Make Your Money Work for You…

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Morning Market Commentary for Q1 2022

We mentioned a couple of quarters ago that volatility was beginning to make its way back into this market. The evidence is now clear. There is no denying that this past quarter was one of the most volatile in recent years. There were many factors that stirred the pot this quarter. Turning the calendar is…

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Managing Bond Risks When Interest Rates Rise

After dropping the benchmark federal funds rate to a rock-bottom range of 0%–0.25% early in the pandemic, the Federal Open Market Committee has begun raising the rate toward more typical historical levels in response to high inflation. At its March 2022 meeting, the Committee raised the funds rate to 0.25%–0.50% and projected the equivalent of…

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Tax Strategies for High Earners

Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying this tax season. Build Your Team of Professionals You might build a team for any number of pursuits, from organizing a baseball team to putting together people to…

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5 Empowering Investment Strategies for Women

On International Women’s Day this year, we had the honor of speaking to a group of professional women about financial planning strategies they can implement today. We wanted to share with everyone an overview of what we covered as so many could benefit from taking these simple strategies. Think about your life as it is…

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There’s Still Time to Contribute to an IRA for 2021

Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2021. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2021 ($7,000 if you were age 50 or older on or before December 31, 2021). For most taxpayers,…

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