By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager Is the check engine light flickering? Economic data has become more mixed with signs of both growth and fragility. If the Fed wants to engineer a “soft-landing,” or perhaps even the elusive “no-landing” scenario we...

Quarterly Market Review: Q2 2023 By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager An Unsinkable Economy? A tight labor market and continued high consumer demand appear to have staved off a recession – possibly until 2024 (if even then). This resilience has meant...

Seeing your child graduate is an emotional experience, and you’ll feel some nostalgia for their younger years. The right family financial guide can help give your new grads what they need to set themselves up. Read more on how you can set them up for success. If you're a parent, a family financial...

Quarterly market review: Q1 2023 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer Staying the Course Speculation that the Federal Reserve will reverse course in its battle against inflation or change its policy target to a higher one is likely misplaced. A recession...

Building and sticking to a robust financial wellness checklist is the best way to assess your situation. Are you looking to review where you are with your finances? Wary of your financial fitness and how you stack up? Use this list to check your financial health today. The start of a new year is the...

Quarterly Market Review: Q4 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer The New Map The post crisis economic and investment era is moving to the rear-view mirror as new drivers emerge. One year ago, we published our market review for the fourth quarter of...

Quarterly Market Review: Q3 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer How much are recession expectations already priced in? The third quarter of 2022 will be remembered as the turning point in the battle against inflation. Global central banks, led by...

Money Saving Tips to Fund Your Higher Education If you’re considering going back to college to boost your credentials, you’re probably on the lookout for money-saving strategies. Here are dollar-stretching tips to keep you at the top of your class. Fill Out FAFSA If you’re looking to continue your...

Teach your kids about saving money Money management is a complicated subject even adults have trouble mastering. So, it’s understandable that the prospect of teaching your kids about money might not be your favorite parental to-do. Start simply with a simple savings account to teach your kids the...

Quarterly Market Review: Q1 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer The Reemergence of Risk If there was one overarching theme to the first quarter of this year, it was that risks, which seemed vanquished in an earlier era, have returned to plague us...

Cryptocurrency (crypto) has been growing in popularity for some time. Last year crypto, defined as the class of digital assets you can spend and invest, reached a milestone. Bitcoin, the best-known crypto, had the highest investment return of any asset class in 2021, outpacing the stock market, real...

Quarterly Market Review: Q4 2021 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer Shifting Gears Even as the pandemic continues to delay a full normalization of the global economy, the exit from emergency support has begun. Most fiscal and administrative efforts have...