We know the summer season comes with some heat waves, but the market experienced its own heat wave in the second quarter, propelling the S&P 500 to new all-time highs. As the summer heat intensified, some of the biggest talking points of the last quarter included:...
On January 10th the U.S. Securities and Exchange Commission approved the first regulated Exchange Traded Products (ETPs) that give investors direct exposure to the price of Bitcoin. Almost immediately 11 Spot Bitcoin ETFs were launched by some of the biggest names in...
What a difference a year makes. While we ended 2022 with stock and bond markets both down double digits, markets roared back in 2023 with strong performance virtually across the board. A sharp rebound in the fourth quarter powered both equity and fixed income...
Retirement savings continue to be an integral factor in one’s ability to live comfortably in retirement, and as of January 1, 2024, you will be able to save a little bit more on an annual basis. The IRS has released its 2024 cost of living retirement savings...
Last week we saw the MLB trade deadline come and go, leaving some teams in a primed position to make the post season, and others resigning their hopes for this year and setting their sights towards the 2024 season. Like the strong start our local baseball club, the...
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...
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...
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...
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. […]