Weekly Market Update: January 20, 2023
Weekly Market Update for January 20, 2023, from DeWayne Hall: The Pullback With companies beginning to report their 4th Quarter earnings, or lack thereof, and Janet Yellen reporting yesterday the U.S. Treasury has initiated “extraordinary measures” as the debt ceiling was hit once again, one would assume the stock market would be dropping like a […]
Weekly Market Update: January 13, 2023
Weekly Market Update for January 13, 2023, from DeWayne Hall: The Bear Market The stock market is putting on a pretty good show as we start the new year. In the early weeks of 2023, stocks are breaking above some pretty strong resistance levels. Traders are feeling good, bad news is good news, and good […]
Preserving Wealth During a Bear Market
Preserving Wealth During a Bear Market Preserving wealth is at the forefront of many people’s minds as they monitor the volatile behavior of the current bear market. The timeline of global economic recovery is still uncertain. During a time of considerable economic distrust, you can still take actionable steps to build a portfolio that makes […]
10 terms related to the current investments management climate
Here are 10 key terms related to the current investments management climate and what we’re expecting to hear more about in the next few months.
A wealth management consultant’s quick guide to direct indexing
Many of our high-net-worth clients need ways to reduce their tax burden, and as a wealth management consultant firm, we’re getting lots of questions about direct indexing. Here’s a quick guide to this investment strategy, the possible benefits and drawbacks of including it in your portfolio, and how to learn more.