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Making Sense of Recent Bank Headlines
What is going on? Late last week, liquidity concerns and a run on deposits resulted in the failure of Silicon Valley Bank – the second biggest banking collapse (measured by assets) after Washington Mutual in 2008. On Friday, SVB was placed under government control, as the Federal Deposit Insurance Corp. took over the bank’s deposits. On Sunday, ... Making Sense of Recent Bank Headlines
Here We Go Again
As the title would suggest, the stock market rally coming off the June 16th lows has reversed course and we are now close to retesting the June bottom. With that in mind, where do things go from here? Jerome Powell and the Federal Reserve committee met this week and raised the Fed Funds Rate (overnight ... Here We Go Again
Nowhere to Hide – June 14, 2022
Good afternoon, With equity markets in bear market territory (i.e. at least 20% off of a recent high), I thought now would be a good time to update you on our strategies and thoughts. I’m writing this as the market makes new lows for the year. There are many topics to cover, I will do ... Nowhere to Hide – June 14, 2022
Volatile Markets – May 6, 2022
The volatility of the stock and bond markets started at the beginning of the year as both markets faced headwinds due to negative world events and economic uncertainties. We have not seen this type of volatility since Covid rattled the markets in March of 2020; In fact, we have enjoyed a strong bull market since that ... Volatile Markets – May 6, 2022
Current Geopolitical Risk
Dear Clients and Friends, As the Russia/Ukraine conflict evolves and escalates we thought that providing a chart (as we like to do) would be helpful. War is a terrible situation and what we worry about is the unknowable direction they can go. You are prepared for the unpredictable with the planning that goes behind your ... Current Geopolitical Risk
How Can Affluent Women Use Their 401(k)?
A 401(k) allows (most) account owners to stash away $20,500 per year (or $27,000 for those age 50 and over), without paying any federal income tax on contributions.1 And with 2017’s Tax Cuts and Jobs Act reducing the top marginal tax rate for just about all tax filers through 2026, this could be a good time ... How Can Affluent Women Use Their 401(k)?
Protecting Your Financial Information Online
Always confirm the website you are inputting personal information on is a secure site. Use different pins and passwords for each site. Work with IT Security experts to make sure you are safe and secure. Protecting Your Financial Information Online It is nearly impossible today for all of us to not be conducting financial transactions ... Protecting Your Financial Information Online
January 2022 Stock Market Update
Two weeks ago, we sent a client note and market update indicating that with the stock market at or near all-time highs, it was probably a good time to get liquid on short term cash requirements. What a difference two weeks makes. Since then, equity asset classes are off 8-10%. As of March 2020, during ... January 2022 Stock Market Update
What is the Metaverse and Why is Everyone Talking About It?
Is Mark Zuckerberg ahead of his time by rebranding Facebook into Meta or just keeping up? Nike, Microsoft, Shopify, and more are all putting vast resources into creating the Metaverse. The metaverse isn’t the end of the world, it’s the next iteration of technology. Facebook covered the homepage of every major website and news outlet ... What is the Metaverse and Why is Everyone Talking About It?
Cybersecurity – Why it Matters at Home and Work
Robinhood became the latest company in a long line of household names to have their data compromised this year. Think twice before you open and respond to a text or email asking for your information. Cybersecurity is affecting more than global companies; local organizations are being hit too. This November, Robinhood, the investment app was ... Cybersecurity – Why it Matters at Home and Work
Supply Chain Issues, How Long Can They Last?
Supply chain issues are now bringing new focus to trucking, ports, and retail. Worker shortages are affecting more than restaurants and front of house operations. Are customers or retailers putting more pressure on supply chains? Supply Chain Issues, How Long Can this Last? Private-sector problems have turned into worldwide headlines as bottlenecks continue to build ... Supply Chain Issues, How Long Can They Last?
Are Your Children Ready for What’s Next?
What level of financial conversations are you having with your children? Broaching financial discussions in a way that is comfortable for everyone Ideas for getting the next generation involved if that’s important to you Are your Children Ready for What’s Next? Have you shied away from conversations with your children about money? You are not ... Are Your Children Ready for What’s Next?