September 2022 Market Commentary

August 2022 Market Commentary

Retirement Planning Success: Impact of Market Declines on Monte Carlo Simulations

Abrin Berkemeyer CFP®, AIF®, Associate Advisor As we know, markets move in three directions: up, down, and sideways. When the market declines, it can leave many wondering “am I still on track to meet my financial goals?” Monte Carlo simulation is one tool within a financial plan that can help address this question. Monte Carlo […]

Simplifying Bonds: Pricing & Interest Rates

Chris A. Matlock, CPA, CFA, Chief Investment Officer Bonds can be a daunting subject. You see their prices changing and yields varying, but how does all that work? What happens to bond prices as interest rates change? This article will attempt to provide investors with a better understanding of the relationship among market interest rates, […]

July 2022 Market Commentary

June 2022 Market Commentary

May 2022 Market Commentary

April 2022 Market Commentary

The Cranky Consumer

Ben McCue, CFA, Investment Research Analyst In 2021, the US economy continued to rebound after the ups and downs of 2020. Household wealth and consumer balance sheets are in the best shape in years helped by a strong stock market and rising home valuations. The Bureau of Labor Statistics estimates that the most recent unemployment […]

March 2022 Market Commentary