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Understanding Rising Interest Rates

During the last few years, borrowers and spenders have enjoyed historically low interest rates. However, analysts all agreed that at the Federal Reserve’s June meeting, interest rates were going to be increased. Although rising interest rates have been anticipated,...

When Volatility is Rising, Boring is Beautiful: Part II…

In last week’s email on “….Boring is Beautiful: Part I,” we covered the railroad industry. This week we are covering well-run treasure hunt retailers. When economic conditions become challenging, consumers may naturally become more careful about spending. Many...

Market Downturns: Uncomfortable But Not Uncommon

After two solid years of strong returns, equity markets are currently experiencing a significant downfall in 2022. While it’s always possible equity markets could turn upward quickly, an equity downturn experience can leave an extensive impact on the psyche of even...

Quarterly Economic Update First Quarter 2022

The past few years have proved the Greek philosopher Heraclitus right when he proclaimed that, “the only thing constant is change.” Just when a sense of normalcy seemed to be realized, during the first quarter of 2022 the world was thrown another hardship as Russia...

Proactive Retirement Strategies Using the SECURE Act

In February of 2022, the IRS and Department of Treasury released 275 pages of proposed regulations to implement the SECURE Act (Setting Every Community Up for Retirement Enhancement), that was originally enacted in December 2019. The SECURE Act was designed to...