Lots happening in the markets, working with clients, and living life.
Resuming my weekly summary of events in the economy, markets, and specialty areas of
Plan First Philosophy
Sound planning must support the adoption of any financial/investment strategy. Our practice will work with you to help you analyze your
Enjoy, look forward to hearing any feedback, questions, and comments!
Economy
Confidence among consumers is declining, and more households have
Our portfolio management philosophy was developed in response to the simple math, that if your portfolio is down 50%, it takes a 100% return just to get
Enjoy, look forward to hearing any feedback, questions, and comments!
Economy
Mortgage rates are now at 7.09% per Freddie Mac’s weekly release.
This
Enjoy, look forward to hearing any feedback, questions, and comments!
Economy
The Leading Economic Indicator (LEI) from the Conference Board has
From our January Client Note
2023: A Growing List of “Never Before”
2023 proved to be a year that produced a number of “never seen before” events.
Pa
What to Look for When Hiring a Financial Advisor
With over 200,000 financial advisors across the country, how do you know which one will be the right fit
Please join us for our upcoming webinar titled "2022 Investment Strategy Update: A Year of Uncertain Transition
Register here: https://stantongroupwp