In financial landscape, consolidating assets has become an increasingly popular strategy for individuals looking to streamline their finances. At its core, consolidating assets involves combining multiple financial accounts, investments, or debts into a single entity. This can apply to various areas, including savings accounts, investment portfolios, and loans. This provides some of the following benefits: Consolidating assets can offer numerous …
The Monday Minute: Asset Allocation
Asset Allocation is a phrase that you’ve probably heard if you’ve considered any sort of financial planning or have done some investment research on your own. To put it simply, it is the mix of assets that make up your investment portfolio. To take it down one level further, it can be looked at as the mix of “growth” assets …
Economic & Market Report: 5 for 2025
The New Year is officially underway. Following an exceptional 2024 for stocks that ended with an oof and included a surprise election sweep along with lingering inflation concerns that just won’t quit as evidenced by the uneven year for bonds, what are the key indicators to watch for what to expect as we move freshly into 2025. The following are five indicators to watch for 2025.
Economic & Market Report: 5 for 2025
The New Year is officially underway. Following an exceptional 2024 for stocks that ended with an oof and included a surprise election sweep along with lingering inflation concerns that just won’t quit as evidenced by the uneven year for bonds, what are the key indicators to watch for what to expect as we move freshly into 2025. The following are five indicators to watch for 2025.
Economic & Market Report: Mad Men
It is a debate that has confounded investors in capital markets for the last few decades now. What is the true identity of this market? Is it really the strong and confident marketplace reflected by the S&P 500 streaking boldly to new all-time highs as 2024 draws to a close?
Economic & Market Report: Cruising Altitude
It has been a phenomenal year for the U.S. stock market in 2024. The S&P 500 was still trading below 4800 emerging from what had been a strong 2023, and while a good year ahead was anticipated, the idea of the benchmark index cresting 6000 to close out 2024 seemed a long shot at best.
Economic & Market Report: Giving Thanks
The time of year has come once again for families to gather around the table and give thanks for the good fortunes of life, friends, and health.
Economic & Market Report: 78 More Than 47 (or 45)
Move over Grover Cleveland (22 and 24). The epic grade school social studies question must now be rewritten, as we are now on the brink of having our second President in U.S. history in Donald Trump (45 and soon to be 47) with the distinction of serving two non-consecutive terms. But far more important than revisions to our trivia books …
Economic & Market Report: It Takes Time
Changes to the political landscape continue to unfold in the wake of the Republican sweep in the 2024 elections. The financial market reaction has also been dramatic, as U.S. stocks have rallied strongly in the days since Election Day with the removal of the uncertainty of who will be running the executive branch as well as the U.S. Senate and …
Economic & Market Report: 2024 Election Results – Market Impact
The election results are in. In a stunning outcome, Donald Trump and the GOP emerged from voting on Tuesday with a resounding victory.