Our view is that private markets with limited liquidity are the most significant risk to the public equity market. The Fed tightening monetary policy, raising rates, and shrinking its balance sheet point to the desire to curb demand and limit risk-taking.

The Fed tightening up is not necessarily an indication that inflation will ease. While this is the idea behind their actions, historically, it is not always the result.

There was no shortage of events for the market to navigate, including the Federal Reserve’s first interest rate increase since December 2018, Russia’s invasion of Ukraine, and stubbornly high inflation pressures.

The Federal Reserve’s goal is to raise interest rates to ease inflation pressure, but it could have the added side effect of slower economic growth.

The stock market’s bumpy ride continued during February. Last month’s top news story was rising geopolitical tensions and Russia’s invasion of Ukraine.

Geopolitical risk is rising as tensions between Russia and Ukraine escalate in Eastern Europe. Financial markets are watching closely as the situation evolves.

Many Americans can reduce their estate taxes through careful estate tax planning.

Volatility is the price of admission to investing and will continue to impact portfolios. Experiencing market selloffs is unpleasant, but annual returns historically finish the year well above the maximum drawdown level.

The stock market is off to a volatile start in 2022, and history suggests it could remain volatile ahead of this year’s midterms.

Despite 2021’s many extraordinary headlines, the S&P 500 traded higher during the quarter and finished the year with a +28.6% total return.

While you were working, you likely relied on employer insurance. After retiring your options will be different and this requires attentive planning and cost analysis.

2021 is quickly coming to an end, and investors are turning their attention toward 2022. Before the calendar turns, we want to take one last look at 2021.

The Omicron variant may increase volatility and cause restrictions to be reimposed, but consumers and businesses are more adapted to living with restrictions.

Household net worth soars during pandemic to $31 trillion from Q1 2020 through Q2 2021.

Why are energy prices soaring?

Returns on the S&P 500 have held strong after the significant pullback experienced in the early part of 2020.

Congress continues to debate whether to cancel student loan debt.

Recent economic data indicates the COVID-19 recovery is moderating.

COVID-19 case counts are the most important data point driving markets currently. Markets are concerned the highly transmissible delta variant will delay the economic recovery.

Returns on the S&P 500 have held strong after the significant pullback experienced in the early part of 2020.