Blog | Podcast Appearances
2023 3rd Quarter Investment Review and Outlook
Ben & Eddie get together to discuss 2023 investment markets so far.
Introducing Our Newest Team Member
We are excited to introduce our newest Planner, Jeff Chan!
August 2023 Market Update
Every month this year has brought major events for investors to digest, and August was no different. The month started with Fitch downgrading the United States’ credit rating to AA+ from the top-quality AAA rating.
July 2023 Market Update
Financial markets were hot in July, starting the second half of the year off with a bang. There was a clear appetite for riskier segments of the market as equities generally outperformed fixed income. Even in the face of negative year-over-year earnings growth so far for the second quarter, favorable economic data helped bolster returns.
How We Choose Investment Vehicles
There are many different opinions on the best way to build out an investment portfolio. As you may be aware, we have partnered with Fiducient Advisors to deepen our investment research capabilities since early 2022. We work directly with our team of over 40 analysts at Fiducient to research asset allocation decisions and the best way to structure the portfolio. This is especially valuable as the investment markets and the world generally seem to change at a much faster pace than before.
2023 2nd Quarter Investment Review & Outlook
Ben Hockema is joined this quarter by Joe Cortese, from Fiducient Advisors and Gary Bowyer from Illuminate Wealth Management. We review the 2nd quarter performance for both the stock and bond markets and look ahead.
Mid-Year Capital Market Update
Despite one of the most anticipated recessions in U.S. history, we sit here halfway through the year defying those predictions even in the face of developing geopolitical risks, a banking crisis (remember that?) and the Federal Reserve (Fed) continuing to raise rates.
May 2023 Market Update
We’ve highlighted our theme of persistent heightened market volatility in many of our market reviews this year and May continued to deliver on that premise.