Market Update | Q1 2024
Cameron Hamilton, John Boardman, and Andy Reynolds discuss the market environment, trends, and more in this beginning-of-the-year update.
Is Bad News in the Economy Actually Good News for Markets?
The notion of a slowing economy equating to rising stock prices qualifies as counterintuitive, but that is exactly what we’ve seen over the last few months. Typically, positive stock market performance is aligned with strong economic growth, as seen in the chart below. This makes sense as GDP growth means individual companies are producing more, […]
End of Year Planning with Cameron and Frank
We’ve entered the 4th quarter! To make the most of your end-of-year, Cameron Hamilton (Director of Financial Planning) and Frank Yozwiak (Director of Estate Planning and Tax) share a few financial best practices and strategies to consider. Topics discussed include: + Cash review and income planning + Roth conversions and tax harvesting + Retirement contributions […]
Mid-Year Market Update with John, Andy, and Brian
John Boardman (CEO/Founder), Andy Reynolds (COO/Partner), and Brian Burton (Director of Portfolio Strategy) sat down to discuss the current market environment, conversations they’ve been having with clients, and trends they’re seeing.
2022 Market Recap and 2023 Outlook
To kick off the new year, John Boardman (CEO, Founder) and Andy Reynolds (COO, Partner) sat down to recap the economic environment in 2022 and discuss the 2023 outlook. Click the play button below to watch. Topics include: Recent economic data and performance The 1% of market volatility on trading days Market fundaments […]
October Market Update
This week, John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) sat down to discuss some of the factors at play in this market environment, how we address those as an advisory firm, and share some of the conversations they’ve been having with clients. Check out the video for the full discussion. If you have any questions, please reach […]
June Market Update
Listen as John Boardman (Founder and CEO) and Andy Reynolds (COO and Partner) discuss the current market environment. Additionally, John and Andy consider a few common questions and share their thoughts on the cyclical market, inflation, portfolio management, raised rates, and economic outlook. If you have any questions, please reach out to us: 859-226-0625 or […]