Wealth Management
We are a full-service financial consulting firm. As a fiduciary we provide you with investment solutions across every asset class to meet your unique needs.Personalized Advice
Combining more than 100 years of financial experience, we work with you side by side so that you are confident in and comfortable with the financial recommendations we make.Fee-Based Advisor
As a fiduciary, we are a fee-based Wealth Management firm, our clients’ interests are at the heart of everything we do. We are not tied to Wall Street, large banks or any single financial institution.
MARKET & ECONOMIC UPDATES
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There is a saying that “defense wins championships” and we believe defense is also a sound strategy when it comes to navigating today’s financial markets. We specialize in the conservative investor, asset protection, and stability of principal. |
Macro Monday – September 26, 2022
Get ready for the upcoming week in the markets with Macro Monday. Download the full report to learn more about:
- ■ Key market levels – Stocks narrowly avoided making new yearly
lows on Friday’s 90%+ down volume day. - ■ Last week’s recap – U.S. equities sank under the weight of the
FOMC’s third straight 75bps rate hike, as investors braced for aneconomic hard landing. - ■ The week ahead – Investors are left to wonder when and where
the pain will stop. Although the economic calendar lacks thepunch of recent weeks, there is plenty to keep an eye on in thiselevated volatility environment. - ■ Chart of the week – The U.S. Dollar Index ($DXY) rose nearly
3% last week after another oversized rate hike and continuedhawkish Fed.
