Blog

Market Commentary: The Fed Cuts Rates and Small Caps Join the Party

The Federal Reserve (“Fed”) cut interest rates 0.25%-points at their September meeting last week, taking their policy rate to the 4.0–4.25% range. This comes after a long nine-month pause but the move was widely expected, especially given recent data showing a rapidly cooling labor market.

Facts Vs Feelings Take 5 – The Fed Cut: How Many More?

In the latest Take 5, Sonu Varghese, VP, Global Macro Strategist, breaks down the Fed’s first rate cut after a nine-month pause, why the labor market is driving policy decisions, and what investors should expect next. From shaky jobs data to fiscal stimulus on the horizon, this episode expl …

Why Healthcare Could Make or Break Your Retirement Plan

Most people think about retirement as a finish line and do not see it as their next big adventure. It’s the chapter where you have the freedom to do what you want, on your time, whether that’s traveling, starting a passion project, or spending more time with family. You can have your invest …

How Business Owners Can Build Brand Momentum

When you run a business, stepping away whether for travel, conferences, or personal time can feel like pressing pause. But what if those moments outside your regular routine were actually an opportunities to build connection? Increasingly, business owners are learning that stepping back fro …

Market Commentary: Fed Likely to Cut Rates Despite Rising Inflation

We might sound like a broken record here, but stocks gained again last week, with the S&P hitting more new highs, up to 24 now on the year with a gain of more than 12% year to date. Incredibly, stocks are up more than 30% from the April 8 closing low for one of the …

1 2 3 12 13 14 15 16 231 232 233

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us
Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started