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Articles View: Mid-Quarter Roundtable Highlights

August 31, 2023
Podcast Highlight - New Tool for Clients to Visualize Strategy

As a way to help clients visualize the big picture during the ups and downs of a long-term financial strategy, the Team introduces a new software tool that does that.

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August 31, 2023
Podcast Highlight - Money Market Yields & Fixed Income

The Team explains and illustrates the downfalls of abandoning long-term plans to jump into short-term solutions for fixed incomes.

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August 31, 2023
Podcast Highlight - Inflation + Forecasting Fed Funds Rates

Did you notice where inflation is compared with last year? The team gets into the details of how inflation has gone, where it is now and where the Fed funds rate might go because of it.

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August 30, 2023
Podcast Highlight - Could've. Would've. Should've.

It’s fun when your stocks go up, but not so fun if they drop 50 to 80% like they did last year. The Team debates the common feelings of missing out but also discusses insight on how you can feel better in the long run.

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August 30, 2023
Podcast Highlight - Surprising Market Recap

The Team starts the Mid-Quarter Roundtable recapping what the market’s done this year with a surprising perspective added.

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June 23, 2023
Podcast Highlight - Next Quarter Predictions

The team takes some stabs at what they think the market may do in the coming quarter and why.

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June 23, 2023
Podcast Highlight - What can we do to be prepared?

With the news focused on the impending recession, is there something that can be done to prepare without responding in panic and making poor decisions. The team gives examples of why a financial plan is so important.

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June 23, 2023
Podcast Highlight - What about the banks and lending?

Predicting that bank problems aren’t over, the team give their thoughts on the regional bank failures, outlook for the big four, consolidation cycles in the market and how real estate is connected.

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June 21, 2023
Podcast Highlight - Debt Ceiling Resolution

Congress recently passed a debt ceiling deal that is still being analyzed and politicized across the nation. The team gives their insight on what the fuss is all about and how the system works when a debt ceiling reaches an impasse.

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June 21, 2023
Podcast Highlight - Recognizing the Recession

The team explains how forecasting a recession can be estimated based on historical data and ways the government is attempting to avoid a prolonged recession, all the while acknowledging that nobody really knows what can happen.

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