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Market Outlook: Q2 2023

April 20, 2023 Wealth management

by John M. Fidler Markets generally moved higher in 1Q23 as the S&P 500 gained 7% and global equity markets rose close to 3% (as measured by the MSCI World Index). Bond prices moved higher as the 10-year Treasury yield declined from around 4% to just below 3.5%. Commodities were mostly higher (especially precious metals) though oil prices …

Advisor Spotlight: Alexander M. Say, J.D.

April 20, 2023 Wealth management

If you talk to any of Alex Say’s clients, they all agree that Alex is a true professional. He’s known for taking a personal approach that allows relationships with his clients to blossom into something bigger than wealth management. That personal approach is grounded in a strong belief that people should always be themselves, especially in a …

Q2 2023 Advisor Insights

April 20, 2023 Wealth management

Set your retirement plan ‘on FIRE’ by Keith Blakely For the vast majority of Americans, retirement is a 40-year journey that starts with obtaining an education, landing a job, saving 10 to 15% of your salary in your retirement account, and building your nest egg through your working years. In recent years, there has been a movement taking …

Preparing Our Next Generation for Financial Success

April 20, 2023 Wealth management

by Jason Hamilton Over the years, I’ve coached many of my son’s teams and enjoyed every moment of it. As a parent, I do it to be involved in his daily life as much as possible. I guess it’s part of my thought process that I want everything for him and his sister to be better than I had it growing up, not because I didn’t have a great childhood, …

Starting Gate

April 20, 2023 Wealth management

We see an active 2023 investment climate filled with big questions. We’re here to help you find the answers while keeping you on track.  by Kathy C. Thompson Maybe it’s because our headquarters city has its own special relationship with spring —there’s just something about that first Saturday in May—we see a little more this season …