source: https://www.bbc.com/future/article/20190104-are-you-a-digital-hoarder Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results. This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.… Read More
Market volatility persisted during 1Q23, but several of 2022’s underperformers experienced a notable turnaround, highlighting investors’ willingness to look beyond near-term challenges and to front run a dovish shift in monetarypolicy. Download Full-Size PDF: Click Here weekly_market_recap-04-03-2023
Over the last two weeks, the FDIC assumed control of Silicon Valley Bank and Signature Bank. Both banks had experienced losses in their fixed-income portfolios and were unable to attract sufficient capital to meet the withdrawals of their depositors. Download Full-Size PDF: Click Here on_the_mark_03-22-2023
Last week was a volatile ride, as markets digested news of Silicon Valley Bank’s failure, the government’s responseand concerns regarding several other banks. Investors are now questioning what this means for their equity portfolios. Download Full-Size PDF: Click Here weekly_market_recap-03-20-2023
The FDIC took over Silicon Valley Bank (“SVB”) and Signature Bank last week. To boost the stability of the banking system, the government effectively protected all depositors in the banking system. While some risk remains, we believe the big systemic risks are now lower. … Read More
Despite many layoff announcements, the recent unemployment rate and job openings figures, 3.6% and 10.8mrespectively, continued to signal tightness in the labor market. Beneath the surface, there is actually less strengththan meets the eye with wages failing to keep pace with inflation the past 23 months.… Read More
You’re interested in taking control of your money, but you find yourself in situations like: Sitting quietly while the men talk about money (maybe even yours), worried you’ll sound silly if you speak up Watching the news and wishing you knew more, but the whole financial world feels so complex and intimidating Not wanting to become one of those women who gets taken for all her savings You’re good at what you do (hobbies, career, and running your busy life), but feeling in control of your financial life feels so out of reach and overwhelming.… Read More
What do you really know about taxes? How familiar are you with the basics? What about the intricacies? It’s no secret most of us aren’t tax pros. Many of us have some pretty big knowledge gaps when it comes to key tax issues, like different tax brackets, charitable giving, and tax liabilities.… Read More
Recent unexpectedly strong economic data have caused U.S. investors to reassess their outlook on U.S. monetarypolicy. After February’s Federal Open Market Committee (FOMC) meeting, federal funds futures were pricing in aterminal rate of 4.9% and a year-end rate of 4.4%, implying two rate cuts by the end of 2023.… Read More
With over 90% of the S&P 500’s market cap reported, we are tracking 4Q22 operating earnings per share (EPS) of $49.37,representing y/y and q/q declines of 13.0% and 1.9%, respectively. Furthermore, S&P 500 operating margins aresitting at 10.8%, down from 13.4% in 4Q21 and 11.3% in 3Q22.… Read More