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Third Quarter 2021 Investment Commentary

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W|W|W – Mind the [financial] gap

W|W|W – Mind the [financial] gap

When given the opportunity to share insights with a Women | Wealth | Wellness focus for Financial Planning Month, my mind was left racing with possibilities. There are so many unique situations women face, and each has opportunities and challenges that must be met....

The Morning View: October 8, 2021

The Morning View: October 8, 2021

Announced this morning, the economy added just 194,000 jobs in September, less than expected, but the previous month was revised higher by 131,000. The Retail Trade industry was relatively strong, while Government jobs were weak, losing 123,000 jobs in the month....

Fixed Income Commentary- October 2021

Fixed Income Commentary- October 2021

October 2021 3rd Quarter 2021 Fixed Income Review • Q3 fixed income markets experienced slightly positive performance although Treasuries and high credit quality were still negative year-to-date • Inflation has soared this year due to disrupted supply chains and...

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