Articles, Market Commentary
& More

Past Commentary & Articles

Article
February 7, 2023
no alt text set

Ongoing rate increases can feel quite overwhelming. It is easy to get caught up in the numbers, but what does this really mean for the average consumer? There are several ways this may affect your everyday life.

Wise Women
February 7, 2023
no alt text set

Money can be a sensitive topic in any relationship, but with some effort and communication, couples can work together to ensure they are on the same page about money and make their financial lives easier.

White Papers
February 7, 2023
no alt text set

Many investors rely on bonds as a core component of their asset allocation for income and stability. This research brief explores the opportunities and risks bonds can offer investors and their potential fit in a broadly diversified portfolio.

Article
February 6, 2023
no alt text set

In 1978, sportswriter Leonard Koppett created the “Super Bowl Indicator,” or SBI, which is based on this principle: If the NFC team, in this case, the Philadelphia Eagles, defeats the AFC team, the Kansas City Chiefs, the stock market will finish higher in the upcoming year. If the AFC team wins, we can expect a decline for the coming year.

Wise Women
February 6, 2023
no alt text set

In a potentially high-stakes situation like divorce, sometimes it helps to work with a professional who has specialized knowledge of the divorce process. A Certified Divorce Financial Analyst®, or CDFA®, is a professional who helps individuals navigate the financial complexities of divorce.

Article
January 31, 2023
no alt text set

Financial stress can be especially acute at the start of a new year, when most of us are setting financial goals and trying to get our finances in order. Here are some tips to help keep stress at bay.

Wise Women
January 31, 2023
no alt text set

In retirement, many people begin to think about their long-term financial plans. However, it’s also a time when they consider their health and how it may decline in the future. Thoughtful preparation can help protect your assets and ensure that your loved ones can more easily carry out your final wishes.

Market Commentary
January 31, 2023
no alt text set

Turning the page to 2023, it’s the land of the unknown. It’s fair to ask: “Will things get better?” In response, one could say — it’s hard to imagine there’s much left that can surprise the markets.

Market Commentary
January 24, 2023
no alt text set

On January 19th, the U.S. hit its debt ceiling at a staggering $31.4 trillion. Raising the debt ceiling requires Congress to set a new limit. It appears we may be on track for heated discussions surrounding the debt ceiling this year.

Contact