Q4 2022 Market Update

Items of Interest Energy Came in First ESG (Falling Out of Favor) The Rise and Fall of Crypto Inflation Federal Reserve (A Bumpy Landing) Another Recession? Midterm Election Results Housing Market Trouble 2022 in Review Looking Ahead to 2023 Market Overview The fourth quarter of 2022 was the only positive quarter of the year [...]

2022 Q3 Market Update

Items of Interest Energy is Still on Top Crypto (Unable to Rise) Update on Ukraine Inflation is Sticky Federal Reserve (Raising Too Late?) Recession or Depression Midterm Elections Consumers vs. Savers Housing Market Freeze Market Overview The third quarter of 2022 was a wild ride of a 12% gain followed by a 16.75% decline, [...]

What is in the Soaring June Inflation Number?

With the Consumer Price Index (CPI) rising from 8.6% in May to 9.1% in June, it is important to understand what this number means. The CPI is a measurement put out by the U.S. Bureau of Labor Statistics. It measures the changes in price of food at home, food eating out, energy, electricity, gas prices, [...]

By |2022-07-14T10:40:49-05:00July 14, 2022|Inflation, Money|

2022 Q2 Market Update

Items of Interest Energy is Still on Top Crypto Collapse The Continued Fallout from Ukraine Inflation Staying Elevated Federal Reserve Inability Recession Economics of Roe vs. Wade Housing Market Trouble Market Overview The second quarter of 2022 was even more volatile than the first, ending in significant losses for the markets. All of the [...]

By |2022-07-06T15:11:30-05:00July 6, 2022|Market Insights|

2022 Q1 Market Update

Items of Interest Internal Crash Energy Takes the Top Spot Once Again Growth VS. Value The War in Ukraine Reopening After Covid Inflation and the Federal Reserve Midterm Elections Economic Uncertainty Market Overview The first quarter of 2022 was extremely volatile and ended in losses for the financial markets. Nine out of the eleven [...]

By |2022-04-18T15:08:53-05:00April 18, 2022|Market Insights|

2021 Q4 Market Update

Items of Interest Energy Takes the Top Spot Covid-19 Deceleration & Vaccination Changes The Change in Employment Standards Inflation and the Federal Reserve Government Spending Curbed Nvidia and the Omniverse Market Overview The fourth quarter of 2021 ended in gains for the financial markets. All eleven market sectors ended up, which is a rare [...]

By |2022-01-24T10:38:49-06:00January 24, 2022|Financial Planning Insights|

2021 Q2 Market Update

Items of Interest Oil’s Acceleration Foreign Cyber Threats Covid-19 and Vaccinations Inflation Market Overview If you were looking at only the markets, the second quarter of 2021 was a stable, positive quarter. Eleven of the twelve major sectors of the U.S. stock market were up, with utilities being the only exception. However, the quarter [...]

By |2021-10-08T14:01:32-05:00July 26, 2021|Market Insights|

Bringing Balance to People’s Lives In Difficult Times

I have often wondered, how my business of accounting services would be able to help people through different times, particularly through chaotic times in society. Would accounting continue to help in unusual times, or is it more of a fair weather occupation? Well, I have found an answer during the current COVID-19 pandemic. The public [...]

By |2022-01-11T09:25:53-06:00July 8, 2020|Accounting Insights|
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