by David Haverstick | Jul 28, 2025
In January we kicked off the year writing about where the market was trading on a relative basis as measured by the Price-to-Earnings ratio (P/E). Let’s bring this conversation back and see where things stand as we head into the second half of the year. The first...
by Conlin Muller | Jun 16, 2025
A portfolio is a collection of investments owned by an individual for the purpose of potentially growing wealth over time. It offers benefits such as increased financial freedom, a stronger cash flow, and long-term savings growth. Just as each person is unique,...
by David Haverstick | May 21, 2025
Last week, Moody’s downgraded the U.S. credit rating from Aaa to Aa1, joining the other two major credit rating agencies, S&P Global and Fitch, in lowering the U.S. one notch below perfect. S&P Global downgraded the U.S. in 2011 and Fitch did so in 2023. What...
by David Haverstick | Jun 16, 2023
On Wednesday, the Fed concluded their June meeting and announced they were keeping the Federal Funds target range at 5.00% – 5.25%. This was the first time since March of 2022 the Fed did not hike interest rates. The Fed’s statement said, “Holding the target...
by David Haverstick | Jan 31, 2023
On Wednesday, February 1, the FOMC will conclude its two-day meeting and in all likelihood announce a 25 basis-point increase which will take the Fed Funds Target range to 4.50% – 4.75%. While we’re interested to hear Powell’s remarks, we expect they will be...
by David Haverstick | Jun 14, 2022
Below, we put together a Q&A from some of the more common questions and answers we’ve received and shared in recent conversations as well as a few addressing popular topics in the financial media. We hope you find this helpful in gaining context within these...
