Insights
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What the Fed's Latest Projections Mean for Long-Term Investors
At its September meeting, the Federal Open Markets Committee kept rates unchanged with a target range of 5.25% to 5.50%, in a decision that was widely anticipated by investors. Still, markets responded negatively with bond yields jumping to levels not seen since 2007...
How Stock Market Sectors Depend on the Business Cycle
For patient investors with time horizons of years and decades, the primary drivers of portfolio returns are not day-to-day market fluctuations but the business cycle and other longer-term trends...
Why Investing Early Is the Key to Achieving Financial Goals
For long-term investors, knowing the difference between what can and cannot be controlled is the key to both financial success and peace of mind. While all investors would like to believe they can predict or even control the direction of the market, experience teaches us that this is difficult to do.
Why Investors Need Perspective Amid a Market Pullback, Fears Over China, and More
Financial markets have pulled back in recent weeks due to factors such as rising interest rates and uncertainty in China. So far in August, the S&P 500 has declined 4.8% while the Nasdaq, which consists primarily of technology stocks, has fallen 7.4%.
Our Newest Team Member: Kendall Seifert
We are delighted to share some exciting news today - we would like to introduce the newest member of our team, Kendall Seifert!
Why Bonds Are Still Essential for Diversified Portfolios
While 2023 has been a better year for bonds after last year's bear market, rising interest rates over the past three months have acted as a headwind. The U.S. Aggregate bond index has gained 0.6% this year, down from a peak return of 4.2% in April.
How Personal Savings Affect the Economy
Despite the economic uncertainty of the past year, everyday individuals and households have been resilient. Consumer spending has remained steady in the face of high inflation, rising interest rates, housing market challenges, and layoffs in sectors such as tech.
What the Fed's Hawkish Pause Means for Long-Term Investors
At its June meeting, the Fed decided to hit pause on rate hikes after more than a year of rapid monetary policy tightening. Since last March, the Fed has raised rates 10 times from zero to 5%, making this the second-fastest rate hike cycle in history.
What the Hope of a Soft Landing Means for the Fed and Investors
Market and economic expectations have shifted 180 degrees since the start of the year when many investors expected a recession and prolonged bear market.
