Headlines and fundamentals often present conflicting stories of where markets and the economy stand today and the opportunities and challenges looking ahead. How can markets be near all-time highs right now? What are actionable ideas going into year end?

While the direction of travel for the Federal Reserve may be clear, the final destination is murky at best. As opportunity practitioners, we search for the compelling risk-adjusted opportunities that markets create at any given point in time. So at this inflection point, we see two opportunities today.

One of the most common paths to creating wealth comes from a single concentrated stock holding. The only hard rule about what to do with a concentrated stock holding is this: there is no universal rule for how to manage a concentrated stock.

With the first half of the year in the books, where does that leave investors looking ahead? Where do markets stand today after another strong run to start the year? Is stock market concentration a concern?

Divorce is an emotionally charged event and amidst the upheaval, financial decisions can feel especially precarious. While legal counsel is vital, a lesser known but crucial member of your support team should be a financial planner.

After markets posted a strong first quarter, where does that leave investors now looking ahead? Where do markets stand today? What about inflation moving forward? Is a market bubble forming? What actionable ideas should investors be thinking about in Q2?

With both equity markets and interest rates near all-time or multi-decade highs, please join Andy Michael, Matt Parks, and Dennis Carter as they review opportunities to bring the portfolio + financial plan together.

As the S&P 500 reached a milestone marker of 5,000 for the first time on February 9, 2024, I believe it’s a good time to reflect on long-term investing in the stock market. Ideal to buy or sell when the market hits all-time highs? Is this growth sustainable? Is there any rhyme or reason to the stock market’s performance?

2023 closed out another wild year in economics and markets. We have all come to expect this type of market volatility and economic swings over the last four years as the COVID-19 pandemic sparked a chain of events no one could see coming. So what does that mean as we head into 2024 - an election year no less? Please watch Andy Michael’s latest video as he shares our team’s latest insights on capital markets today and how we are thinking about investment opportunities moving forward. 

With the market now close to the previous all-time highs from December 2021, the question still presents itself – should we stay invested in equities?

Market volatility has increased as long end interest rates have spiked, war has broken out in the Middle East, yet both the economy and inflation seem resilient. How should investors approach markets amidst these current events while maintaining a long term perspective? Please watch Andy Michael’s latest video as he shares our team’s latest insights on capital markets today and how we are thinking about investment opportunities moving forward. 

2023 has been another dynamic and rapidly evolving year across the investing landscape.  What should investors be thinking about today and how should they approach investing in this new market environment?  Please watch Andy Michael’s latest video as he shares our team’s latest insights on capital markets today and how we are thinking about investment opportunities moving forward. 

There are a few little-known saving and planning strategies that present opportunities for families with children and young adults. And with plenty of life expenses to come, saving and investing early can have a huge effect on the success of building long-term wealth.

If 2023 experiences a recession, it may be the most broadcasted recession in modern history. Here’s a shorthand list of why we may see a recession, why we may not, and three takeaways in 2023.

Given the news headlines surrounding Silicon Valley Bank, we want to provide you with a market update based on our opinions and research. Ultimately, we believe we’re well positioned and don’t recommend any immediate action.

To say the world has evolved over the past 12 months is an understatement. I am as excited as ever about the long-term investment prospects from this new starting point. Let me share three reasons for this excitement and what it means to investors:

It has been a challenging year across all markets. This volatility naturally invokes our innate fight or flight response, which is great in the wild, but less so in markets. Please watch as Andy shares three tools plus three actionable ideas for thinking through volatile markets.

It’s been another busy week of market headlines. We want to cut through the noise and discuss how to invest in these market and business cycles. Please watch Andy Michael’s latest video as he shares five key takeaways to investing through cycles.

Panicked investment decisions through bouts of market uncertainty can waylay a financial plan, but staying on course doesn’t necessarily mean standing still. Our Director of Financial Planning, Jenny Wilson, touches on several of the planning opportunities available during volatile markets.

After another high inflation print last week and the Fed raising rates by 0.75% for the first time since 1994, pressure on all markets has increased this month. Rising rates and falling market prices have begun to unlock attractive long term investment prospects.