by GregFeeseCRPC | Nov 11, 2022 | Uncategorized
5 Year-End Planning Items for 2022 As we approach year-end, we want to highlight a few planning items that may make sense for your personal financial situation. You may want to touch base with your financial advisor to discuss the applicability of the items below....
by GregFeeseCRPC | Oct 25, 2022 | Uncategorized
What Has Happened to Bonds in 2022? Conversations with clients about investment performance this year have focused on bonds. Why did our bonds lose value? What are interest rates going to do? What about inflation? We will try to address some of these concerns head-on...
by Admin | Jul 26, 2022 | Uncategorized
Perspective Midway Through the Year It has been a tough first six months of 2022 with an ongoing pandemic, a war overseas and inflation of prices of basic goods like groceries and gas. With this overhang, and the decline in prices of stocks and bonds in the first half...
by GregFeeseCRPC | Apr 14, 2022 | Uncategorized
What Is the Market Telling Us About Inflation and Interest Rates? The financial press and client conversations this quarter have been focused on Federal Reserve rate hikes, inflation and higher interest rates, and it is worthwhile for investors to try to better...
by Admin | Feb 25, 2022 | Uncategorized
The actions of Russia leading up to and including its invasion of Ukraine on February 24 have resulted in more volatility in the financial markets around the globe, affecting stock prices, bond prices and the price of oil in particular. As a long-term investor, it is...
by Admin | Jan 11, 2022 | Uncategorized
4 Charts That Help Define 2021 As we make our way into the new year, the end of 2021 feels similar to the end of 2020, as the emergence of the Omicron variant extends the pandemic. To add to this all-too-familiar uncertainty, investors have expressed similar feelings...
