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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…

Market Perspectives

U.S. EQUITY MARKETS WERE MIXED HEADING INTO THE LABOR DAY WEEKEND NONFARM PAYROLLS UNDER PRESSURE DUE TO DELTA VARIANT? U.S. equity markets wrapped up the week mixed, as the tech-laden NASDAQ (+1.6%) outpaced the large-cap S&P 500 (+0.6%) and smaller-cap Russell 2000 (+0.7%) heading into the holiday weekend The mega-cap…

inflation and Stocks

The restart of economic activity is real, and well underway. As this condition broadens, we remain confident in our pro-risk stance; underweighted in government bonds and a focus on increasing exposure in developed foreign markets.  Yes, bond yields have fallen but we do not believe this accurately reflects the recovery. …