By Aoifinn Devitt, CFP® – Chief Investment Officer Many of our clients have read this recent article in the Wall Street Journal and have asked us to respond. It cites the banner performance of the traditional 60/40…
Welcome to this month’s Ask the CFP® segment. This month’s question is, “Why do CDs and bonds lose value when interest rates increase? When you think of a certificate of deposit, or CD, at…
By Aoifinn Devitt, CFP® – Chief Investment Officer Download the PDF If the first quarter of the year was a somewhat wild one in terms of market volatility and sentiment swings, the second one ended with an…
Tim Side, CFA, Research Analyst With the March Federal Open Market Committee (FOMC) meeting behind us, the day of reckoning for the Federal Reserve is quickly approaching. In what was the least predictable FOMC meeting…
The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a stock split and why do companies do them?” Stock splits are a common strategy used by publicly…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how does the Federal Reserve Bank raising rates affect me?” It’s common knowledge today that interest rates are increasing to…
With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization may be on the horizon. To date, the federal government’s stimuli, both monetary and fiscal,…