As the new year begins, it’s the perfect time to reflect on your financial situation and make meaningful resolutions that will set you up for success. Organizing your financial house […]

Last month, the Federal Reserve Board of Governors made the splashy announcement of a 0.50% cut to the Federal Funds rate, lowering the target rate to 5.00% from a peak […]

As we approach the November elections, uncertainty looms over the markets and the economy. While elections always bring a degree of unpredictability, this year’s contest between Vice President Harris and […]

I would describe the third quarter of 2024 with an adjective that is rarely associated with fixed income markets: exciting. Starting in early summer as inflation waned and labor markets […]

401(k) plans can be challenging for the average investor to manage, especially plans offered by smaller organizations. High administrative fees and limited investment options can present substantial issues with these […]

Is this arguably the cheapest most expensive U.S. equities market in history? We examine this extreme investing environment. Entering 2024, investors were generally positive about the prospect of a solid […]

As the Federal Reserve prepares to cut interest rates, we take a look at the wide range of implications across all asset classes. It may seem hard to believe given […]

Inflation imposed a more challenging than expected first half of 2024, delaying the start of the rate cut era. A patient Jerome Powell wants to see more data. The second […]

Affluent individuals and families often possess significant assets, refined financial portfolios, and live seemingly comfortable and secure lives.  But even with substantial wealth, they can still have their lives significantly […]

Where Consumers Must Navigate Through Meaningless Designations, High Fees, and Poor Portfolio Management to Find the Right Firm Justin McNichols, CFA After more than two decades at Osborne Partners, and […]