Dramatic headlines caused concern for many when Silicon Valley Bank (SIVB) failed last week. Now we have more clarity on what happened, how it happened, and the remedy. We explain it all below. What Happened? On Thursday March 9th, the stock of Silicon Valley Bank...
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3 Ways to Make Your Cash Work Harder
Interest rates have been in the news a lot recently, with the Federal Reserve’s short-term rate hikes negatively impacting financial markets, and prospective home buyers feeling the squeeze of higher mortgage rates. However, this new, higher interest rate environment...
Cryptocurrency: Gaining an Understanding and Making Informed Choices
Steve Hannigan, Director of Investment Research, joined the Elville Webinar Series to discuss cryptocurrency in the webinar "Cryptocurrency: Gaining an Understanding and Making Informed Choices." He gives a basic understanding of cryptocurrency and the technology...
3 Resolutions for the Fed in 2023
2023 Retirement Plan Contribution Limits
Retirement savings continue to be an integral factor in one’s ability to live comfortably in retirement, and as of January 1, 2023 you will be able to save a little bit more on an annual basis. The IRS has released its 2023 cost of living retirement savings adjustments. The changes for common retirement plans are listed below. […]
Does the Fed Have What it Takes?
Both stocks and bonds continued their downtrend in the third quarter as the S&P 500 and Bloomberg Aggregate Bond Index fell -4.88% and -4.70% respectively. However, October proved to be a promising month as .]equity markets rallied off their lows in the face of speculation regarding the Federal Reserve and surprisingly […]
3 Wealth Transfer Basics for You and Your Family
In a world filled with so much doubt, finding certainty and security in things you can control is a welcome feeling. That sentiment generally comes from having a plan and the plan being well executed, which makes it surprising that only 26% of high net-worth individuals have a full wealth transfer plan in place. […]
Recession Warning: Are you Ready?
Financial markets continued their decline in the second quarter as both stocks and bonds remained volatile. The S&P 500 (equities) realized its worst first-half performance since 1970 (-20.0%) and the Bloomberg Barclays Aggregate Bond Index (fixed income) had its worst start to a year ever (-10.3%)! […]
Stablecoins – Not so Stable?
Cryptocurrency continues to make headlines, just not in the way we have become familiar with in the last year. As volatility in crypto assets has shown no signs of abating, crypto investors looked for other avenues to have exposure to a digital currency that could be more stable… enter Stablecoins. […]
5 Things you Need to Know About Elon Musk Buying Twitter
The whole world is buzzing, or tweeting, about Twitter as the recent news that Tesla CEO Elon Musk tendered a $44 Billion offer to buy the company, and the board of directors accepted the offer. So what happened, what happens next, and what happens to shareholders? First, let’s define a few key terms: […]