Equity Markets Surge in June June was a strong month for equity markets as resolution of the debt ceiling impasse helped lower uncertainty and supported a risk-on environment. The positive monthly returns capped a solid quarter for stocks. The S&P 500 gained 6.61...
We’ve discussed the debt ceiling crisis in past articles, and now it’s back in the headlines. What does this mean, and why are we watching itnow? Several months ago, the United States borrowed as much money as it’s legally allowed to borrow and,...
Presented by Ryan Gomendi In recent weeks, there has been much ado about the dollar. Questions and concerns have arisen about de-dollarization, central bank digital currencies, and what the government might do to your savings. The root of these concerns seems to...
Market highlights: March results helped all three major U.S. indices end the first quarter of 2023 in the green. Despite mid-March market turbulence caused by strain on the banking industry, economic updates continued to show positive signs of growth. ...
Ryan speaks to what Rate of Return to aim for in retirement. Rate of Return in Retirement We always like to think that rate of return is a function of risk. Meaning, that the higher the risk you may want to take, the higher the rate of return might be. On the flip...
Ryan explains the importance of a balanced and diverse portfolio to get you through down markets like we are currently experiencing. The “Bucket Method”: Our Strategy to Balancing Risk and Reward Both stocks and bonds are down this year. Traditional 60/40...
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.