Wealth Matters Newsletters
About the markets and your money
Artificially Inflated by Artificial Intelligence?
July 2023 | Generative Artificial Intelligence (AI) may very well be a paradigm shift for the global economy.
The Search for Stability
April 2023 | Will the necessity for stability in the banking sector outweigh the Fed’s mandate for price stability when considering future policy decisions?
Thoughts on the New Year
January 2023 | Reflecting on the past year in capital markets, investors may feel relieved that 2022 is behind us. I’ve sensed relief in the voice of...
A September to Remember…or Forget
October 2022 | For investors, fall’s beginning has historically been a less-than-stellar period for investment returns and this September certainly lived up to the historical experience.
Pain and Gain
July 2022 | Investing is a long-term endeavor, marked by periods of appreciation and decline, stability and volatility. Over the last couple of years, investors have been exposed to some of the most challenging and rewarding periods we’ve seen in the last decade.
History doesn’t repeat itself, but it often rhymes.
April 2022 | We've had a war develop in mainland Europe, 30-year-high levels of inflation, commodities price/supply shocks, and continued supply chain disruption. Where do we go from here?
Thoughts for a New Year
January 2022 | Equity markets delivered again in 2021 despite numerous headwinds that could have derailed the strong performances...
Quarter-End Observations
October 2021 | The rapid spread of the Delta variant, stubbornly high readings on inflation, and a U.S. Congressional impasse (as of this writing) on the infrastructure bill and budget pressured markets...
What To Watch In The Second Half
July 2021 | With such a strong finish to the mid-year, what might the rest of the year have in store for investors? Here are a few items we will be watching that will likely influence markets for the remainder of 2021.
The Return of Inflation (Expectations)?
April 2021 | Discussions about inflation are often reminiscent, invoking memories of the 1970s and 1980s. The inflationary environment of the 1970s/early 1980s was snuffed out by...
What's in the Cards for 2021
January 2021 | Common themes in nearly every conversation I’ve had with clients, friends, and family over the last month were relief and hope: relief that 2020 was coming to an end and hope that...
Policy or Politics?
October 2020 | Over the last several weeks, many conversations we've had about the markets have been focused on the impact of the upcoming elections. "What happens if...
The Road Ahead
July 2020 | One of the biggest challenges investors face is preventing emotion from influencing the investment decision. It’s like being told to ...
Perspective in Challenging Times
April 2020 | Our nation has been faced with some incredible challenges in its relatively short history – revolutions, civil ...
Santa Claus Came to Town
January 2020 | 2019 was a remarkable year for investors. At the time of this writing, with two trading days left in the year, stock and bond markets...
Contact Us
Contact a Team Member
We have dedicated staff that can assist you with applying right over the phone!
Call to get started now!
Visit an Office
Our friendly, knowledgeable office staff can take your application at an office convenient to you.
Use our office locator to find an office near you.