The 36-Hour SVB Collapse and Hierarchy of Blame
A lot has changed in the past few weeks, both in terms of expectations for interest rates and lost confidence in the health of the banking system as a result of the sharp rise in interest rates that has led to some things “breaking,” as we wrote about last week. Here we share some thoughts […]
Weekly Bottom Line
The Federal Reserve delivered a modest 25-basis point hike this week amid banking stress, lifting the policy rate to a range of 4.75-5.00% – a level that’s just a hair below its previous peak back in 2007. Fed projections show the policy rate peaking at 5.1% in 2023, implying one more hike for the year, […]
March 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in February 2023.
February 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in January 2023.
January 2023 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in December 2022.
November 2022 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in November 2022.
October 2022 Market and Portfolio Video Update
Doug English, CFP® discusses the markets and what we did in our clients portfolios in October 2022.
I Bonds: What to Know Before You Invest
Our clients have been asking a lot of questions about I Bonds recently. In this video, Doug English, CFP® and Wes Johnson, CFP® discuss I Bonds including when they may be a good fit for your investment strategy and what to know before you invest.