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The Cool, Refreshing Waters of a River

Legacy is an obtuse word. What is a legacy? What does it mean? Are there different definitions of Legacy? Is everyone’s Legacy the same? How do we help our clients plan their legacies? An early mentor of mine, Joe Hargrove, had a very poignant description of Legacy....


Fixed Income Update – July 2023

2nd Quarter 2023 Fixed Income Review Despite a rising Fed Funds rate and “hawkish” rhetoric from members of the Federal Open Market Committee (the FOMC) most fixed income sectors have experienced positive performance year-to-date The FOMC hiked its Fed Funds target...


Investment Outlook – July 2023

Bull Market or Just Bull If a bull market can be defined as one which has increased 20% from a previous low, then the S&P 500 entered bull market territory on June 8, 2023, after a bear market low on October 12, 2022. Counting October 12 as the beginning, we have...


Market Perspectives- June 2023

A Stealth Goldilocks Market • The FOMC (Federal Open Market Committee) hit a pause on a June rate hike, but the odds-on favorite prediction for next month is a 25 basis point hike. • Following ten consecutive rate increases, Fed funds rates are now above the U.S....


Market Perspectives- May 2023

Expectations Reset •  The FOMC (Federal Open Market Committee) raised rates, potentially for the last time, to a Fed Funds range of 5-5.25%, the highest since September 2007. • Inflation levels are falling, with April’s Headline CPI dropping to 4.9% from the June 2022...


Market Perspectives- April 2023

Pivot Points •  April 12, 2023, was the six-month anniversary of the S&P 500's 2022 closing low, off 25% from the January market high last year. Since that October low, the S&P 500 has recovered 14%. • Signs of some stabilization in the banking industry...


Fixed Income Update

1st Quarter 2023 Fixed Income Review •  Following a tough 2022, most fixed income sectors experienced positive performance in the first quarter • The FOMC raised interest rates at both meetings during the first quarter leaving Fed Funds at the current 4.75%to 5.00% at...


Market Perspectives- March 2023

March Madness •  The Fed increased interest rates by another 25 basis points, raising the targeted range of 4.75% to 5%, the highest level in 15 years. • Failure of Silicon Valley Bank and Signature Bank resulted in a market reevaluation of regional bank risk....


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