Warren Buffett On Contrarian Investing

You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors? Retail investors often do the wrong thing […]

Read More

Is the Fed Ready to Pause?

Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the […]

Read More

October 2022 CPI: Game Changer or Head Fake?

October’s Consumer Price Index (CPI) had some encouraging news for investors, but others asked, “Is this a game changer or another head fake?” While it’s a bit early to know […]

Read More

New Retirement Contribution Limits for 2023

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual […]

Read More

JOLTS Of Optimism For The Markets?

We measure the jobs market in many ways, but the Job Opening and Labor Turnover Survey or JOLTS report seems to be of particular interest to Fed Chair Jerome Powell. […]

Read More

The Biggest COLA Increase Since 1981

How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at […]

Read More

How The Fed Has Navigated World Events

I’ve always been a little cautious when people say, “it’s different this time.” But the table below suggests the Fed is approaching 2022’s inflation differently than other financial events in […]

Read More

Will your student loans be forgiven?

On August 24th, President Biden announced a proposal for a broad student loan forgiveness package. What does that mean if you’re one of the millions with a student loan—and student-loan […]

Read More

HELOC’d us up and threw away the key!

Here are seven handy facts to know about a Home Equity Line of Credit or HELOC: First, the line of credit is a revolving account, like a credit card. You […]

Read More

Choices for Your 401(k) at a Former Employer

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ […]

Read More

1% Moves in S&P 500

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money. The S&P 500 has posted […]

Read More

Is Balancing Your Checkbook Obsolete in the Digital Era?

Author: Brittany Randolph Portfolio Associate   Given modern technology and online banking, you may have forgotten how to balance your checkbook. Or maybe you just never learned how. You might […]

Read More