After weeks of speculation, the US Federal Reserve released their rate decision on Wednesday this week. Leading up to the decision, markets had been pricing a near 100% probability of a rate hike. Turns out they were correct all along. The Federal Reserve voted unanimously to raise the Federal Funds rate 0.25% – the first […]

I was talking with a client a few weeks ago about cash flow and a few other items, and he brought up frustration over taxes – namely that he always ends up having to pay in a large amount upon filing his return in April. I had a feeling this might be a more common […]

For many investors, a key element of their investment portfolio is their employer sponsored retirement plan (called a 401k, 403b, etc – depending on your employer type). These plans allow for automated savings via payroll withholdings, come with a preset menu of investments, and often include an employer match – making them very popular with […]

No, this is not just a question to ask yourself when visiting a mountain region! This is the key questions market participants are asking themselves this week regarding the likely outcome of the Federal Reserve’s interest rate decision next week Wednesday. In the wake of a somewhat strong jobs report last Friday, markets are now […]

It’s not often that I receive more client questions about bonds than stocks, but that has certainly been the case the past few weeks. Interest rates (and their relationship to bonds) has been the hot topic! Let’s look at a few things that have been discussed. Remind me the relationship between rates and bond prices? […]

US Federal Reserve Chairman Kevin Warsh is set to deliver a speech at the Kansas City Fed’s annual research symposium in Jackson Hole, WY on Friday 8.28. Over the years, market participants have been glued to this mountain town as this symposium always seems to come at an important time for markets. This year is no […]

I’ve always been a huge fan of Ted Lasso (the hit show on Apple TV). It recently returned for its Fourth Season and throughout 2026, I decided to rewatch the first three seasons to refresh my memory as it had been a few years. The show was even better the second time around as I […]

Last week, the Wall Street Journal published an article noting that Money Market Fund balances have rose to record levels – over $3 trillion (a staggering total that does not include several trillion more held by institutional investors like mutual funds). A client asked about the article and more specifically, what is the problem with […]

The Federal Reserve has a dual mandate – keep prices stable (ie: fight inflation) and maintain full employment (ie: stabilize the labor market). In the past week, we received reports on both of these fronts. Last Friday, the July jobs report was released. Surprisingly, the US economy reported a loss of 23,000 in July. Expectations […]

Admittedly, there are many parts of investing that don’t always make a lot of sense. One of those things is a subject of this week’s client question – price targets. A client brought this question up after reading an article earlier this week that noted JP Morgan was the latest financial firm to raise their […]