Insights
2022 Year End Planning
This has been another unprecedented year in many regards. Market malaise may be front and center and on the minds of many, however, that should not serve as an excuse…
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Suddenly Come Into Money?
Chief Operating Officer Alyssa Phillips comments on the importance of setting expectations and giving mentees space when mentoring in this Barron’s article titled “9 Ways Financial Advisors Can Become Better Mentors.”
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Market Monitor – Third Quarter 2022
The votes have been tallied and any hopes for a sustained rally in July were quickly dashed as markets experienced a bear market rally through the remainder of the third quarter. Markets broadly made new lows on the same mix of concerns that have plagued 2022.
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The Clarity Formula® – Tax Strategies
Despite the highest inflation in 40 years, rising interest rates, and significant losses in both the stock and bond markets, donors have remained committed to supporting the charities and causes…
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Market Monitor – September 2022
For much of August, markets were heating up in the wake of a relatively favorable earnings season. But, much like a child’s summer ends with a new school year, the August rally ended following the Jackson Hole Economic Symposium in the second to last week of the month.
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The Clarity Formula® – Investment Management – The Satellites
You have heard the adage “Do not put all your eggs in one basket.” This common phrase introduces the idea of diversification. Diversification is a key pillar in portfolio construction…
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Market Monitor – August 2022
July provided solid respite after a difficult first half of 2022. Investors looked to corporate earnings and guidance to set expectations for the second half of 2022 and beyond, assessing the position of their portfolios while weighing the risk of a recession.
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Market Monitor – Second Quarter 2022
In a broad-based manner, markets retreated over the quarter adding to year-to-date losses. Fixed income, global equities and real assets all came under pressures as the headwinds of rising interest rates, persistent inflation and looming economic contraction continued.
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In Focus: Reassessing the Evolving Market Landscape
With the economic fallout including the exacerbation of inflationary forces from the war in Ukraine, CPI at 40-year highs, a flattening yield curve bordering on inversion and a bear market in the S&P 500 index (as of June 13), recession expectations have been steadily rising during early 2022.
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Market Monitor – June 2022
On the surface, market returns in May appeared to be uneventful and were modestly positive. However, the reality within the month was far from that. For much of May, equity markets largely fell as investor focus turned to whether the Federal Reserve actions to suppress inflation could lead to recession.
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Disability and Long-Term Care Insurance
Disability and long-term care insurance are two important types of insurance coverage that tend to go under the radar for many people, but each of these can be critical if…
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Market Monitor – May 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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