Skip to Content

Home / News and Insights

Filter By

Current Market Observations

Financial markets finally got what we have all been waiting for: a hint that the Fed’s aggressive monetary tightening... Read More

The Numbers & “Heat Map”

THE NUMBERSThe Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and... Read More

Quote of the Week

“If you think adventure is dangerous, try routine, it is lethal.” – Paulo Coelho Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Retirement... Read More

Current Market Observations

Major equity markets finished mixed last week with the Dow Jones Industrial Average falling by a modest -0.13%, the... Read More

The Numbers & “Heat Map”

THE NUMBERSThe Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and... Read More

Quote of the Week

“Progress means getting nearer to the place you want to be.” – C.S. Lewis Read More

“Your Financial Choices”

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Navigating... Read More

Current Market Observations

Last week, the markets were torn between the FED’s message on Wednesday, continued inflationary pressures and weak economic growth... Read More

The Numbers & “Heat Map”

THE NUMBERSThe Sources: Index Returns: Morningstar Workstation. Past performance is no guarantee of future results. Indices are unmanaged and... Read More

Quote of the Week

“Always and never are two words you should always remember never to use.” – Wendell Johnson Read More