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

How Much Time To Spend On Your Finances (Television Interview)

December 15, 2019

Karl Eggerss was interviewed on CBS by Sharon Ko discussing the correct amount of time everyone should be spending on their finances. Sharon Ko:                         This morning, consider how much time...

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Not A Lot To Complain About (Audio Podcast)

December 14, 2019

On this week's show, Karl discusses all the positive news that lifted stocks to new highs.  But, is it all baked in? Hey, good morning everybody. Welcome to the podcast....

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Covenant Earns National Recognition for Leadership in Corporate Philanthropy

December 13, 2019

Covenant has been announced as one of twenty financial advisory firms selected for the Invest in Others Charitable Foundation’s 2019 Charitable Champions List. The Charitable Champions List recognizes advisory firms...

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