February 2023 Investor Report
By: Stash Graham Asset prices pulled back broadly as investors started pricing in “higher for longer” when considering interest rates. The best-performing asset class was…
January 2023 Investor Report
By: Stash Graham Financial asset prices started the month of January on a strong foot as investors were eager to forget about the prior year’s…
December 2022 Investor Report
By: Stash Graham The stock market did not realize the Santa Claus rally that market participants hoped for entering December. Major domestic indices all saw…
November 2022 Investor Report
By: Stash Graham Financial asset prices used an end-of-month speech by Federal Reserve Chairman Jerome Powell to generate a solid gain in November. Chairman Powell…
Special Live Investor Update – Ukraine and Inflation
Our firm recently hosted a special live market update on Ukraine and Inflation via zoom for our clients. A recording is available at the link…
December 2019 Investor Report
Financial asset prices continued trending higher on the back of the Federal Reserve’s plan to provide liquidity and free reserves to financial markets. As news…
Why working with a CERTIFIED FINANCIAL PLANNER matters?
By: Michael Berkhahn When determining which financial advisor, you want working for you in developing your financial freedom. You will want to consider working with…
US-China Trade Conflict: Common Misconceptions
By: Stash Graham Considering recent events, we felt it wise to provide a brief overview on some of the misconceptions that people may be having…