Year: 2022

      In this edition: The market is volatile. The world is volatile. Volatility is going to continue. The Fed is raising interest rates. Plan for more volatility and do so with the help of a financial professional. Housing data is weak Industrial production is increasing Consumer sector remains…

financial planner in Wilmington

Continuing the fear and greed cycle. Looking back over my thirty years in financial services, I can say unequivocally one of the most challenging times for investors is a market downturn. Things are going great and all of sudden, wham, a selloff takes hold, a correction or a bear market?…

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…