Macro Overview A change in the Federal Reserve’s stance on the direction of interest rates helped buoy equity and bond prices higher in March, allowing U.S. equity indices to post the strongest first quarter in nearly ten years. The Federal Reserve scaled back its growth expectations for the …
Newsletter: March 2019
Macro Overview U.S. equities continued to defy negative sentiment and sanguine market readings as tepid economic data advanced stocks higher in February. Equities posted their best first two months of the year since 1991, rebounding from the volatile fourth quarter of 2018. Gross domestic product …
How Much Life Insurance Do You Really Need?
By Greg Hart, CFP® When it comes to your overall financial picture, insurance planning is one piece that you do not want to overlook. One of the common questions that we often hear is, “How much life insurance do I need?” While the answer is going to be different for everyone, we hope to provide …
Newsletter: February 2019
Macro Overview A resilient U.S. economy drove equity markets to the best January in 30 years, propelling stock indices to new year gains which had not been seen since January 1989. Job and wage growth skirted the government shutdown as the number of employed …
5 Steps To Get Your Financial House In Order
Have you ever been asked, “What’s your money personality?” It’s not a question many of us have ever been verbally asked before, much less stopped to consider how to answer. Does the thought of updating your budget and checking your portfolio excite you? Or would you rather be able to just avoid your …