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Through planning, money becomes a tool to help you live the life you want. Accumulating as much wealth as possible is no longer the primary objective of your financial plan. The traditional path to saving and investing has been to focus on the future (retirement) and rely solely on numbers and return on investment (ROI).…
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In early March, news of financial stress for Silicon Valley Bank (SVB) gripped markets. Given the questions investors may have, we wanted to provide some comments regarding SVB. Silicon Valley Bank is the 15th largest bank in the U.S., by deposits. Despite its size, SVB largely serves a niche market of business deposits of tech…
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Economic & Market Outlook The combination of energy price pressure, a war in Ukraine, mid-term elections, and the leading contributor, the U.S. Federal Reserve and other major central bank initiating a series of aggressive interest rate hikes to fight inflation, lead to both stocks and bonds falling in tandem during 2022. This is a rare…
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The last time U.S. headline inflation was above 9%, IBM was selling their first personal computer using Microsoft software, Ronald Reagan was president and Marty McFly was traveling Back To The Future. In some ways, it feels like we are taking a trip back to the 1980s as the Federal Reserve has made a strong…
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Mortgage Rates on the Rise, Do We Have Another 2008? Housing prices soared through COVID and now with the Federal Reserve increasing interest rates, mortgage rates have followed suit and existing home sales have dropped for six straight months. A recent article from First Trust provides good perspective between the events of today verse those…
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Market Insights at a Glance Geopolitical developments and the increase of the money supply have elevated volatility and our outlook of course continues to evolve. This summary is intended to aggregate the Firm’s current overall views and present an at-a-glance dashboard. Our Portfolio Convictions Our investment committee is aware of the policies driving markets, the…
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