Insights

 
 

Insights

 
 

White Papers

Financial Planning and Divorce

Financial Planning and Divorce

It is in tumultuous times like a divorce, that a good financial planner can make a world of difference.

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Portfolio Volatility: Friend or Foe?

Portfolio Volatility: Friend or Foe?

Understand the impact different investment returns can have on your outcomes.

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Identity Theft: Safeguarding Your Reputation and Resources

Identity Theft: Safeguarding Your Reputation and Resources

We highlight the issue of identity theft, acquaint you with practical suggestions, and present you with specific steps to take in the event of an identity fraud incident.

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Economic Commentary

2018 Q1 Economic Review and Outlook

2018 Q1 Economic Review and Outlook

In the fourth quarter, the economy expanded by 2.6% bringing real, annualized GDP growth to 2.3% in 2017. In many ways, 2017 was a prototypical post-Financial Crisis year with regards to economic growth. A weak first quarter gave way to stronger growth in the back half of the year, resulting in a good, but not a great year for the economy.

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2017 Mid-Year Economic Review and Outlook

2017 Mid-Year Economic Review and Outlook

The economy expanded at a real, annualized rate of 2.6% in the second quarter, while first quarter growth was revised down to 1.2% (vs. the previous estimate of 1.4%). The expansion was in line with analyst expectations from the beginning of the quarter and consistent with the post-Financial Crisis pattern of weak first quarters followed by stronger growth in the second quarter.

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2017 Q1 Economic Review and Outlook

2017 Q1 Economic Review and Outlook

During the first quarter, the economy expanded at a real, annualized rate of 0.7%. Relative to consensus estimates for Q1 growth and recent real growth rates in the latter half of 2016, this can only be described as a disappointing start to the year.

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Latest Blog Posts

The Impact Of The Coronavirus On Your Portfolio (Radio Interview)

January 23, 2020

Karl Eggerss joined The Ride with Mac & Chad to discuss the impact of the coronavirus on the stock market and the economy. Mac:                                    Hi. Welcome back to the show:...

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5-Minute Huddle: The Fed’s Fizzling Power

January 21, 2020

By Justin Pawl, CFA, CAIA In this week's blog from Justin Pawl, CFA, CAIA: Last Week Today.  A quick rundown of market-moving news. The Fed is operating in a new...

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How Geopolitical Events Affect Gold And Oil (Television Interview)

January 19, 2020

Karl Eggerss was interviewed on CBS to discuss recent geopolitical events involving Iran and their impact on gold and oil. Sharon Ko:                         The US and Iran conflict drove oil and...

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