Market Insights

U.S. equity markets pushed to new highs as recently as a few weeks ago, inspired by data that showed the U.S. economy grew at a 2.8% rate in the last quarter and anticipation that the Federal Reserve was about to begin taking their foot off the economic brakes by cutting interest rates in their September…

Behavioral psychology has a huge impact on the average investor, often leading to moves that derail a solid, long-term financial plan. Cognitive biases like overconfidence and anchoring can make investors jump the gun based on half-baked info. Emotions like fear and greed can drive impulsive market reactions, causing panic-selling during downturns and overbuying during rallies.…

As we wrap up 2023, I want to discuss 3 points that are on my mind—and seemingly on the minds of folks like you: inflation, interest rates, and cash.  As usual, the crystal ball is broken, but that won’t stop us from approaching things thoughtfully and with goals in mind.   1. Inflation: the next decade…