The Financial QuarterlyHow Did Markets Perform Last Quarter?S&P 500-3.7%The broader U.S. market lost ground in a weak third quarter as investors ran out of good vibes.1NASDAQ-4.1%The tech-focused NASDAQ dropped in Q3 as macroeconomic worries eroded investor confidence.1DOW 30-2.6%The blue-chip Dow also fell on macroeconomic worries but held up better against its counterparts.1Looking AheadWhat Factors May Influence Markets in the Months to Come?Let’s… Read More
Inventory levels are a key driver of economic momentum as businesses decide to cut or add to stock piles to keep themat an optimal level, but what is an optimal level? The monthly ISM reports ask service providers and manufacturers howthey feel about current inventory levels.… Read More
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What are your top three financial goals?
How do you think your goals could change after doing one simple exercise?
Any of us can answer that first question pretty easily. We can spit out a few generic goals off the top of our heads.… Read More
Resilient economic activity during the third quarter helped spur excitement for a “soft-landing” of the U.S. economy.However, the quarter was less exciting for financial markets, which struggled as investors re-positioned for higher ratesfor longer.
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weekly_market_recap-10-02-2023
Once again, the dysfunction in Congress could lead to a government shutdown if a deal is not reached by September 30, 2023. For many, this may be confusing, as we just went through another debacle earlier this year.
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On-The-Mark_-Special-Edition-September-2023
Last week, the FOMC left policy rates unchanged at the current range of 5.25-5.50%. In its post-meeting statement,the FOMC maintained its hawkish bias, noting the “solid pace” of economic growth and that “inflation remains elevated.”
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weekly_market_recap-09-25-2023
Economics is not a precise science. Central banks attempt to influence the economy through monetary policy(commonly by raising or lowering interest rates). The Fed uses monetary policy to attempt to achieve its dualmandate of price stability (low inflation) and full employment (economic growth).… Read More
According to Chairman Powell at Jackson Hole, the Fed “is navigating by the stars under cloudy skies.” In the wake ofthis admission that the outlook is not terribly clear, investors turned their attention to the August CPI report, hoping for abetter view of what might lie on the horizon.… Read More
A Quick Look at Your Life Insurance Needs
You might consider a needs analysis in order to truly meet your objectives
Have you ever wondered how much life insurance is “enough”? One general rule of thumb says that you should buy an amount equal to five to seven times your annual income.… Read More
“Resilient” has been the word often associated with the U.S. economy in 2023, and much of this acclaim owes tostrength in the U.S. consumer.
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weekly_market_recap-09-11-2023