Economic Outlook – Spring 2023 | “A Resilient Market”

Economic Outlook – Spring 2023 | “A Resilient Market” The first quarter of 2023 continued to display a market of mixed emotions and uncertainty. The Federal Reserve (The Fed) continued their battle against inflation by increasing interest rates. This revealed cracks in some banks’ balance sheets with deposits leaving or paying more, while longer term… Read More

Economic Outlook – Winter 2023 | “Short-Lived Turbulence”

Economic Outlook – Winter 2023 | “Short-Lived Turbulence” There is no question that 2022 was a difficult year for investors. The rapid rise in interest rates presented significant headwinds to both the stock and bond markets. The Bloomberg Aggregate Bond Index was down 13.1% as of December 31, 2022. The second worst year occurred in… Read More

The Importance of a Succession Plan

The Importance of a Succession Plan Succession planning for any business, especially a small privately-owned business, is crucial.  You probably know of at least one business that closed not long after the founder or a key employee fell ill or passed away unexpectedly.  This may have happened despite the business having a long list of… Read More

Economic Outlook – Summer 2022 | “Summer of Transition”

Economic Outlook – Summer 2022 | “Summer of Transition” The first half of 2022 has been challenging in many respects. Inflation has been the main theme so far as the price of nearly everything has risen considerably. Everything except stocks and bonds that is. Financial markets have pulled back due to the uncertainty around how… Read More

What To Do in a Declining Market

What To Do in a Declining Market The year 2022 has been off to a rough start for investors. No matter where you turn, with a few notable exceptions, market values have been on the decline. Through May, stock prices, as measured by the S&P 500 index are down 12.76%, while bonds, as measured by… Read More

Perspective on Recent Market Volatility

Perspective on Recent Market Volatility The human tragedy that has unfolded in recent weeks has been difficult for many and our hearts go out to those that have been affected. While the pain and suffering of fellow global citizens can’t be overlooked, we also have a fiduciary duty to our clients to analyze these events in… Read More