We hope you all had a happy & safe 4th of July weekend! Since our last update, a couple of interesting things happened in June: 1. Everyone assumed the FED was going to raise rates 0.50% at the June meeting.  But after a slight uptick in the inflation reading, they ended up raising them 0.75%,…

Hello! Normally this time of year we’d be asking if you’re enjoying this spring weather but, as we write this, it’s 93 degrees and humid.    (John likes to remind me it’s beautiful & 75 in Boone, ha.) So, with that said, we hope you’re enjoying this summer weather! The markets continued their downward trend…

The nature of the economy is that there are always causes for concern in strong markets, just as there are reasons for optimism in weaker ones. It’s fair to say, however, that April made it easier to find the concern than the optimism. Still, we take the view that the headwinds we’ve faced so far…

With Spring around the corner, we are sure everyone is ready for some warm weather and time outside.  Sean and I have been thrilled to introduce our new associate Allison Johnston and we look forward to seeing everyone in our upcoming reviews.  If you haven’t had the time to speak with her, please take a…

What a start to 2022.  While increased volatility and rising rates were expected, I think the uncertainty stemming from Russia/Ukraine has and will continue to determine market performance in 2022.  While overall markets move into correction territory, we now watch our indicators to see if bottoms have been found, and how long it will be…

January was a rough month for stocks, as the S&P 500 index of large, U.S. stocks was down more than 5%. That was the worst start for the index since 2009. That’s an ominous start–historically there is some correlation between bad Januarys and bad years. However, the track record not foolproof, since as recently as…

We hope you’ve had a great start to the new year! We are excited to see what 2022 brings and look forward to working together to navigate a changing market to help you accomplish your financial goals. Before we look at 2022, let’s take a look back at 2021: With much of the world waking…