by Advising Partner | Nov 4, 2024 | Monthly Note
Making the Most of Year-End Opportunities As autumn leaves fall and we head into the holiday season, we find ourselves reflecting on another eventful year in the markets. While financial headlines continue their daily drumbeat of predictions and indicators, we wanted...
by Advising Partner | Oct 2, 2024 | Monthly Note
As we fall into October, it’s clear that this is a time of both challenge and opportunity. Recent events, from the devastation caused by Hurricane Helene to the Federal Reserve’s anticipated rate drop, are reshaping the landscape in ways we can’t ignore. But...
by Advising Partner | Sep 3, 2024 | Monthly Note
September 2024 Monthly Note As we fall into September, the financial markets are abuzz with speculation about the Federal Reserve’s upcoming policy meeting on September 17-18, 2024. While some expect a possible rate cut due to recent market fluctuations, there...
by Advising Partner | Aug 12, 2024 | SAP
When it comes to mortgage rates, it’s easy to get caught up in the numbers and compare today’s rates with the recent past. Many consumers are feeling concerned about rates being higher than they were in 2022, when they were at record lows. However, a broader look at...
by Advising Partner | Aug 6, 2024 | SAP
Yesterday: What you need to know Global stock markets experienced a significant downturn, starting with Japan’s Nikkei 225 index, which fell 12%—its steepest decline since 1987. This drop was driven by concerns over weaker-than-expected U.S. employment data and...
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