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Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?

Solid 2023 Start to U.S. Markets Faded Some in February…What’s Next?

March 6, 2023
“Be curious, not judgmental.”— attributed to Walt Whitman. The nice break in January represented a respite from negative...
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Pressures Weighing on Taming Inflation

Pressures Weighing on Taming Inflation

March 3, 2023
Inflation pressures are abating. All are aware of this, at least from a macro perspective. In June 2022, the...
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Great Start to 2023. What Will the Rest of the Year Bring?

Great Start to 2023. What Will the Rest of the Year Bring?

February 2, 2023
The U.S. stock market broke out of the gate in style and good fashion in this new year. It...
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2023: An Economic Transition or “Passage” Year

2023: An Economic Transition or “Passage” Year

February 2, 2023
“The journey in between what you once were and who you are now becoming is where the dance of...
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Investors Say Good Riddance to 2022. What’s in Store for 2023?

Investors Say Good Riddance to 2022. What’s in Store for 2023?

January 5, 2023
Last year was simply painful. All three major large-cap U.S. equity indices were in the red. The Dow Jones...
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A Look at What’s Ahead for the 2023 Economy

A Look at What’s Ahead for the 2023 Economy

January 5, 2023
As we turn the page on a new year, it is a good time to think about the economy...
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2020 Crystal Ball Mid-Year Review

2020 Crystal Ball Mid-Year Review

July 23, 2020
Nothing was calm about the first half of 2020. After one of the worst closes on record to the...
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Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

April 14, 2020
Katrina Scott , chief investment officer, and Jeff Krumpelman , chief investment strategist, share their views on why most...
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Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

March 24, 2020
Our Chief Investment Officer Katrina Scott and Chief Investment Strategist Jeff Krumpelman share their current thoughts on the markets,...
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Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott

Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott

March 16, 2020
As markets plunge over continued coronavirus concerns, the Fed slashes its benchmark interest rate to near zero, and headlines...
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Market Update with Jeff Krumpelman

Market Update with Jeff Krumpelman

March 12, 2020
With today’s decline in the market mostly driven by fear of the unknown, our own Jeff Krumpelman gives an...
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Podcasts

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We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

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#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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