Taking an active, data-driven approach to investing

When folks find out we’re financial advisors, they often ask how they can get the best returns on their investments. They tend to expect us to list a single investment strategy as a way to beat the market. In reality, though, the best approach is usually working with an advisor who can combine different approaches […]

May 2023 Market Update

Inflation, Employment Data, and Interest Rates The inflation report for April indicated the Consumer Price Index (CPI) may not be falling quickly enough to support the current market expectations of significant interest rate cuts by the end of the year. Bloomberg Economics suggests that the Federal Reserve is now prioritizing credit indicators and is likely […]

What is “the market”?

It’s common for people to talk about investing in “the market,” but what people mean by that phrase can vary. In fact, when people talk about “the stock market” being up or down, they’re rarely referring to the actual market where stocks are bought and sold (that would be a stock exchange). Instead, they are […]