Article

A Positive Start to the Year for Stocks

A Positive Start to the Year for Stocks

Looking at stats from January through May, it’s good to see a positive start to the year for U.S. stocks. This market overview also looks at the growth heavy U.S. large cap stock index and charts the hidden risk in Growth vs. Value. Included is a current and historical look at how the Fed funds rate affects core bonds, short term bonds, and performance strategies with a potential Fed Reserve pause.

June 23, 2023
A Positive Start to the Year for Stocks
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • A child holding the hand of an adult walking in the sunshine.

    The Unique Advantages of Special Needs Trusts

    September 12, 2025
    Did you know that a special needs trust can help secure a financial future for loved ones with disabilities? This article addresses the unique advantages of a special needs trust and how it can help preserve your estate’s assets as well as your loved one’s public benefits.
    Read this Article
  • Podcast Highlight - Fed Forecasts & Policy

    November 21, 2023
    Discussion centers around how inflation is tightly correlated with economic growth and the outlook, along with how outlook models have been working.
    Read this Article
  • Examining Your Ghosts of Christmas Past

    Examining Your Ghosts of Christmas Past

    December 15, 2023
    Analyzing your past financial decisions is essential to changing behaviors. Once you take that difficult but transformational journey into the past, you can begin to see reality with new clarity through the help of others. Take a lesson from Scrooge’s transformation.
    Read this Article
  • Individual vs. Joint Trust: Which Do You Need?

    Individual vs. Joint Trust: Which Do You Need?

    December 17, 2024
    Make sure your estate plan reflects your wishes and provides you with protection! Did you know there is more than one kind of trust? There are joint and individual trusts covering a variety of unique circumstances. Do you know which is right for you? This article can help point you in the right direction.
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset