Lane Hipple
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Tim Side – Research Analyst Markets were roiled last week following the collapse of Silicon Valley Bank, the 16th largest U.S. bank with more than $200 billion in assets. Depositors went into the weekend with…
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Still Up 15.8% Since January 2022 On Tuesday, the U.S. Census Bureau announced the following new wholesale trade statistics for January 2023: Sales January 2023 sales of merchant wholesalers, except manufacturers’ sales branches and offices,…
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Highlights of the SECURE Act 2.0
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Aoifinn Devitt – Chief Investment Officer Markets meandered somewhat aimlessly over the past week with the now familiar mix of resilient “hard” economic data and waning consumer sentiment. And it is clear that Chairman Powell is…
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Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy & Research Markets are flummoxed with changing expectations for how long the Fed will raise rates and for how long they hold at the eventual terminal…
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A Strong Tax Strategy is Part of a Thoughtful, Comprehensive Financial Plan Tax season is upon us and, while not every financial advisor is a Certified Public Accountant (CPA), that doesn’t mean they can’t be…
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Aoifinn Devitt – Chief Investment Officer It was a bruising week last week as the S&P recorded its third negative week in a row and its largest weekly decline in over 10 weeks. The tripwire in…
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On Tuesday, the U.S. Census Bureau announced the January advance report on durable goods manufacturers’ shipments, inventories and orders: New Orders New orders for manufactured durable goods in January, down two of the last three…
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On Tuesday, the National Association of Realtors reported that existing-home sales fell for the 12th straight month in January. In addition, month-over-month sales were mixed among the four major U.S. regions, as the South and…
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On Tuesday, the U.S. Bureau of Labor Statistics reported that the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.5% in January on a seasonally adjusted basis, after increasing 0.1% in December. Over the…
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Aoifinn Devitt – Chief Investment Officer The US CPI data for January was not exactly a sweet-smelling Valentine’s Day bouquet. Although it showed a seventh consecutive month of lower inflation than the previous month, it still…
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Aoifinn Devitt – Chief Investment Officer As we move to February and the Super Bowl beckons this weekend, a groundswell of positive economic indicators – so called hard data, is starting to edge out the soft…
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On Tuesday, the U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced that the goods and services deficit was $67.4 billion in December, up $6.4 billion from $61.0 billion in November. December exports were $250.2…
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Every month, the Federal Reserve Bank of Dallas asks Texas business executives questions on labor market conditions and the results are compiled into the Texas Manufacturing Outlook Survey, the Texas Service Sector Outlook Survey and the…
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Moneta Investment Team After a bruising 2022, the start to 2023 unfolded with considerable uncertainty. Following the double blow that falling bond and equity valuations wrought on portfolios, it was inevitable that investors would spend…
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Aoifinn Devitt – Chief Investment Officer As earnings season moves into high gear, the mixed bag of results seems to be leaving markets in a state of some confusion. While earnings have been mixed even within…
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Three local financial experts share their advice. Written by Gene Marks Even as commercial lending rates have more than doubled in the last year, interest rates earned on checking, money market and savings accounts remain…
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The Conference Board was founded in 1916 by a group of CEOs “concerned about the impact of workplace issues on business, and with a desire for greater cooperation and knowledge sharing among businesses.” Every month,…
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How to Get Strategic About Tackling Your Medical School Costs Medical school can certainly be viewed as an investment – but it’s a costly one. Statistics show that the average student loan debt for college students is…
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Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) Per the announcement yesterday (1/19), the US Treasury Department is beginning the use of “extraordinary…
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GETTING OUT OF THE MARKET BECAUSE OF TAXES? Are you thinking about bailing out of stocks because you are worried that the capital gains tax structure might change? Before you hit the sell button, think…
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Aoifinn Devitt – Chief Investment Officer It is common to start a new year with a sense of hope and anticipation. This year, however, the scars of a bruising equity and bond market are still felt.…
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The National Federation of Independent Business was founded in 1943 and is the largest small business association in the U.S. The NFIB collects data from small and independent businesses and publishes their Small Business Economic Trends…
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Mortgage Applications Drop as Mortgage Rates Increase On Wednesday, the Mortgage Bankers Association announced that mortgage applications decreased 13.2% from two weeks earlier (and include adjustments to account for the holidays). The Market Composite Index,…