To Inform: Do you ever wonder how ideas for WealthNotes come about? Earlier this week we had an Investment Strategy Meeting and Investment Analyst, Jake Lindaberry was working on communication concerning the “biggest topic in markets” in the last month to share with our Advisors. Considering most recent client conversations have revolved around the fact […]

To Inform: Identity theft is not a new concern as forms of it have been around for decades. Unfortunately, that doesn’t mean the need for vigilance is less. If anything, now more than ever consumers should be aware of identity theft and the havoc it can wreak. Recent statistics from the Federal Trade Commission (FTC) […]

To Inform: “What impact will the Presidential election have on the market?” Last night I (Travis) had the opportunity to join a group of astute investors for their regular investment partnership meeting. We enjoyed terrific company, delicious food, and engaged in lively conversation. When the discussion shifted to markets, the fact the Presidential election is […]

To Inform: As the sun descends toward the horizon of 2023 (yes, that’s a daylight savings time reference), many of us are trying to balance holiday plans, year-end planning for family, work, finances, and more. Despite the myriad tasks and concerns of this time of year, we also enter a season of gratitude, fellowship, and […]

To Inform: I’ve always been fascinated by the weather and thunderstorms have always caught my attention. There is one thing I’ve never been able to understand about thunderstorms. Why is it that the skies are always at their darkest before the storm hits, while during the storm the sky tends to lighten? While undoubtedly there […]

To Inform:  Earlier this week Alex Durbin facilitated our regular Investment Committee meeting. As part of the agenda, we discussed asset class views which form the basis of positioning for the objective based portfolios we have the privilege of managing for clients. We then did a deep dive, comparing those views to those of various […]

To Inform: As technology becomes a bigger part of our lives, so too do digital assets. What are digital assets? Almost anything that is stored online, on a computer, on a phone or really almost anything that has a login and a password can be considered a digital asset. Social media accounts, digital music, digital photos, […]

To Inform:  Dr. Ed Yardeni, a fixture on Wall Street for decades, is credited with coining the phrase “bond vigilante” in 1983. Bill Clinton’s political adviser James Carville said in 1994 that if he could be reincarnated it wouldn’t be as president, or the pope, or a .400 baseball hitter, but as the bond market […]

To Inform: September was not a good month for the financial markets. Looking at broad indexes, the Bloomberg Aggregate Bond Index (bonds) was down -2.5% for the month and the S&P 500 Index (U.S. stocks) was down -4.5%. The rough September translated into a rough third quarter. The chart below shows the performance of major […]

To Inform: Following markets for the last 25 years, there have been a lot of flashes in the pan that have come and gone. You might be able to recall some of the companies which dominated headlines in the halcyon days of the Tech Boom. A select few may even remember the “Nifty Fifty” of […]