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Outlook 2024: A Turning Point

Outlook 2024: A Turning Point

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...

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Can Money Determine Your Happiness?

Can Money Determine Your Happiness?

In 1964, Paul McCartney and John Lennon of the Beatles co-wrote the hit song “Money Can’t Buy Me Love” but, could it bring you happiness? In 2010, Princeton University conducted a study which found that day-to-day happiness rose as annual income increased, but then...

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The Federal Reserve and Interest Rates

The Federal Reserve and Interest Rates

The Federal Reserve left interest rates unchanged at their meeting on November 1st. They continued to state that they are closely tracking inflation and the health of the economy to determine their future decisions. During this session, the central bank voted...

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Proactive Year-end Tax Planning for 2023 and Beyond

Proactive Year-end Tax Planning for 2023 and Beyond

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component...

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Research

A Busy (And Perhaps Historic) Week For Central Banks | Weekly Market Commentary | March 18, 2024

A Busy (And Perhaps Historic) Week For Central Banks | Weekly Market Commentary | March 18, 2024

While the Federal Reserve (Fed) meeting will likely take top billing in the financial media, it’s the Bank of Japan (BOJ) meeting on Tuesday that could be the real game changer. With inflationary pressures still above target in Japan, the BOJ may finally be ready to take interest rates out of negative territory for the first time since 2016. If true, the era of free money will finally be over, which could have an impact on U.S. markets.

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A Busy (And Perhaps Historic) Week For Central Banks | Weekly Market Commentary | March 18, 2024

A Busy (And Perhaps Historic) Week For Central Banks | Weekly Market Commentary | March 18, 2024

While the Federal Reserve (Fed) meeting will likely take top billing in the financial media, it’s the Bank of Japan (BOJ) meeting on Tuesday that could be the real game changer. With inflationary pressures still above target in Japan, the BOJ may finally be ready to take interest rates out of negative territory for the first time since 2016. If true, the era of free money will finally be over, which could have an impact on U.S. markets.

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Gold Shines Brighter Than Ever | Weekly Market Commentary | March 11, 2024

Gold Shines Brighter Than Ever | Weekly Market Commentary | March 11, 2024

Bullion broke new ground last week after rallying to a record high. Growing investor confidence for a Federal Reserve (Fed) rate cut by this summer dragged down yields and the dollar, creating a tailwind for gold. The breakout above key resistance at $2,075 was also a major technical development, confirmed by bullish momentum that suggests the rally could continue. Global central bank demand has been another key catalyst and has shown no sign of slowing down, while a rebound in demand from gold-related exchange-traded funds (ETFs) could provide additional support for the yellow metal.

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Super Six Drives Solid Earnings Season | Weekly Market Commentary | March 4, 2024

Super Six Drives Solid Earnings Season | Weekly Market Commentary | March 4, 2024

After a slow start mired by messy bank results early on, corporate America picked up the pace and ended up delivering results well ahead of expectations. The “Super Six” was part of the story — the Magnificent Seven minus Tesla (TSLA) — but resilient profit margins are also noteworthy. Here we review fourth quarter earnings season and share some thoughts on the earnings outlook for 2024.

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