May 16, 2022

Market Review (April 2022)

The quick and material rise in interest rates had significant impacts across asset classes in both April and the year so far. Our outlook for 2022 remains similar to how we entered the year, emphasizing caution toward greater volatility ahead.

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April 22, 2022

First Quarter 2022 Performance Report

The first quarter certainly lived into our 2022 Outlook, Navigating Moderation, in which we discussed volatility ahead. Even before notable geopolitical events in Europe, both fixed income and equities had pulled back as investors adjusted to the Federal Reserve’s new tone of higher rates and less accommodative policies.

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March 16, 2022

Market Review (April 2022)

Variations on a Theme New catalysts provided fuel to the fires of inflation and volatility Market Recap While February began with eyes on Fed Chairman Powell’s hawkish stance, inflation and…

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February 25, 2022

In Focus – Russian Invasion of Ukraine

Russia launched a series of coordinated attacks on Ukraine causing increased volatility in global markets and raising investor concern. In reaction to this event, risk assets retreated as risk-off havens and global commodity markets rallied.

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February 22, 2022

The Clarity Formula® Estate Planning

February has long been a month associated with love. This makes it a great time to show how much you care about the people you love by creating an estate…

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February 7, 2022

What Retirees Might Not Know About Social Security

Social Security is a federal program in the United States that provides benefits in the form of retirement income and disability income to qualified people and their spouses, children, and…

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February 1, 2022

Inflation, the Fed, Correction; Oh My!

Market Recap 2022 started with a thud and plenty of market moving headlines. Omicron, inflation and the Federal Reserve, among other topics, weighed on the minds of investors. Most major…

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January 25, 2022

Will the Fed take away the ‘punch bowl’?

Jan 2022 Last year (2021) was supposed to be the year of recovery, but the emergence of Covid “variants” (delta and omicron) made the recovery lumpy and uneven. Overall, the…

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January 1, 2022

2022 Outlook

Navigating Moderation Markets, economies and inflation (the current favorite word in the investing lexicon) all came roaring back last year. Looking to 2022, we continue to see opportunity, but with…

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December 21, 2021

HCR 2022 Financial Resolutions

2021 was an eventful year in many ways, especially for the financial markets with companies reopening and people heading back to the office. As we continue adjusting to these and…

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November 22, 2021

2021 Year End Planning

2021 was yet again another unprecedented year in many regards. However, that should not serve as an excuse to ignore your personal finances. The end of the year marks a…

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October 25, 2021

What is ‘transitory’ inflation?

Oct 2021 Most folks gauge how things are going in the country by watching the nightly news and reading stories in the general media.  Problem is, most of the news…

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