Managing Volatility | Weekly Market Commentary | July 18, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020,...

August 2022 Newsletter

Paying for College: Pieces of the Funding Puzzle The typical family uses a combination of current income, savings, borrowing, and grants/scholarships to pay for college. More Details Dividends for Income and Total Returns Whereas stock prices are often volatile,...

Market Week: July 18, 2022

The Markets (as of market close July 15, 2022) Despite a late-week rally, stocks ended last week lower. A strong retail sales report for June showed continued economic strength, even in the face of rising inflation and concerns over an economic recession. Investors...

Market Week: July 11, 2022

The Markets (as of market close July 8, 2022) Last Friday’s strong jobs report may have alleviated fears of a recession for the time being, but it also likely supported a more aggressive response from the Federal Reserve as it tries to dampen rising inflation....