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March comes in like a lion | Market Pulse
The original theme of this month's newsletter changed rather dramatically as the early March events in the banking sector radically altered the tone in the markets. While the focus had been a deeper dive into the “Recession vs Runway” theme for an economic landing, the failures of Silicon Valley Bank ...
Don’t get caught fighting the last war | Market Pulse
Capital markets began the new year in stark contrast to 2022. The historically difficult performance across equity and fixed income was met with a new vision of optimism which began in the 4th quarter.We are still a long way from erasing last year’s losses, while remaining a long way from ...
Market Pulse – October 2022
Markets dislike uncertainty, and today’s economic environment has bred enough uncertainty that our markets continue to be volatile on a daily basis. This reminds us of something called the Johari Window.The Johari Window is a model that was developed in 1955 by two American psychologists to help people better understand ...
Market tug of war keeps volatility in focus
We are likely to remain in a volatile market as we continue to see the ripple effects of the policy responses to the pandemic. It is precarious to drift too far away from home when you really can’t see a clear view on the horizon. At the moment, it seems ...
Shark sightings and the financial markets? See what they have in common.
August is generally a time for vacation, summer relaxation, and the limited window in the Northeast to enjoy the beaches. In honor of the season, we thought it would be interesting to examine the increase in shark sightings and attacks that have occurred this summer and how that relates to ...
Inflation or Recession? That is the question.
As with most things in life, the answer is typically not black or white, but usually some shade of gray. We have written extensively over the past few months of the conundrum in the marketplace given that so much of the data remains contradictory.There are many reasons to be concerned ...
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March comes in like a lion | Market Pulse
The original theme of this month's newsletter changed rather dramatically as the early March events in the banking sector radically altered the tone in the markets. While the focus had been a deeper dive into the “Recession vs Runway” theme for an economic landing, the failures of Silicon Valley Bank ...
8 Steps toward building financial independence at any age
Married couples seem to get a lot of breaks when it comes to finances—presumably, two people are earning (and sharing) income; they might have more choices for affordable insurance, and they often enjoy more generous tax deductions. Yet they also have to navigate tricky financial situations, such as allocating their ...
7 ways to maximize your savings at the grocery store
With the price of food on the rise, grocery bills are growing along with it. It can be a challenge to stick to your grocery budget while also trying to check everything off your list. But, with a little effort, you can keep your weekly grocery bill on budget. Whether ...
Bronze Valley Community Commitment
More than 11 million minority-owned businesses make up the economic fabric of the United States, according to data compiled by The Business Journals, and these businesses generate about $1.8 trillion in annual revenue, making up a good portion of the country’s economic success.Yet, minority-owned businesses do not receive nearly as ...
No more money stress: Budgeting 101 for beginners
Do you have a budget? It’s a core factor in improving your financial well-being – both for today and the future. Consider this guide your “budget buddy” and get started today.What is a budget?We hear the word a lot, but what does it really mean to make a budget? At ...
Women in Business Stories: Empowered women empower women
Every March, we celebrate Women’s History Month where we honor women’s contributions in American History. This is a time to celebrate actions big and small that have led the way for progression. The theme for Women’s History Month 2023 is Celebrating the Women Who Tell Our Stories. These women might ...
