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Correction and contraction…. Investing during 2022 has been like running an obstacle course for the first time – walls to scale, water hazards to cross, fallen trees – you get the idea. To-date, economic, coronavirus-related, and geopolitical events have taken a toll on stock and bond markets, as well as…

Market Perspectives

Our Market Perspectives begins with a check-in on the Federal Reserve. Among other things, Congress asks the Federal Reserve to use its tools to promote price stability and  maximum employment. Last week, economic data provided information about both. Inflation continued to increase Price stability means ensuring the prices of goods…

wealth advisor

Seventy-five percent of Americans say they wing it when it comes to financial planning. The majority live paycheck to paycheck and cannot cover an unexpected expense of $1,000. Many believe you must be a wealthy person set to seek financial advice. That is the reason people earning under $50,000 are…

Reflecting on our 2021 year-end Market Perspectives, our thesis held that 2022 could look quite a bit like 2021 — with some key differences. We noted the positives such as the economy reopening should continue, and global economic and corporate earnings growth should be above trend. The negatives: Inflationary pressures…

The Federal Housing Finance Agency House Price Index is the nation’s only collection of freely available information that measure changes in single-family home values based on data from all 50 states and over 400 American cities dating to the 1970’s. The FHFA HPI incorporates tens of millions of home sales…

financial planner in Wilmington

The economy is slowing, but still moving sums up the current state of affairs.  Before we dive into today’s Market Perspective, we want thank you for entrusting us as your wealth advisor and investment manager. We are  honored by your choice and remain grateful to be part of your financial…