Tag: Investment Planning

Article
July 20, 2023
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Are We There Yet?

The looming recession has been “six months away” for the last 18 months. Yet the data (for the most part) continues to indicate a strong – yet slowing – economy, confounding many who expected the aggressive rate hiking cycle to break the economy and lead to a significant spike in unemployment.

Article
July 11, 2023
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Inflation, Interest Rates, and Recession: Key Economic Conversations in 2023

It appears that an economic cycle characterized by over a decade of low interest rates and financial stimulus is drawing to a close. Investors now face a new reality where company fundamentals play a more significant role.

Article
July 1, 2023
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Comprehensive and Integrated Planning for Your Financial Future

Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.

Article
June 26, 2023
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Connecting the Dots: Understanding the Fed Dot Plot

The Federal Open Markets Committee (FOMC) releases the dot plot each quarter. What exactly is it, why was it created, and what can it tell us?

Article
June 21, 2023
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Time for a Commercial Break?

Despite higher borrowing costs and rising vacancy rates, we have reason to believe real estate will likely continue to be an attractive asset class warranting a strategic spot in a diversified portfolio.

Article
June 15, 2023
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The Fed Hits the Brakes: Understanding the Pause on Interest Rate Increases

The U.S. Central Bank’s Federal Open Market Committee elected to skip a rate hike at its meeting this week, in light of recent data indicating that both the labor market and inflation are slowing down. However, that doesn’t mean a rate hike is off the table for July.

Article
May 25, 2023
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X-Day is Now One Week Away: What Will Happen to the U.S. Debt Ceiling?

There has been very little movement in the standoff between the Biden administration and House Republicans over how and whether to raise the U.S. debt ceiling. Now, with just a week to go until Yellen believes the government could default, some Americans wonder if a resolution can be reached.

Article
May 16, 2023
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Reading the GPT Leaves

Over the past six months, we have all come to the collective realization that artificial intelligence (AI) is going to reshape how we work and live. What are the implications for investing?

Article
May 11, 2023
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Should Investors Worry About the Debt Ceiling?

In recent years, raising the debt ceiling has become an increasingly contentious issue. Should investors be worried this time?

Article
May 4, 2023
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Another Increase in Interest Rates: Will It Be the Last?

The Federal Open Market Committee (FOMC) wrapped up its most recent meeting on May 3, 2023, with an announcement of a 0.25% rate hike – its 10th consecutive interest rate increase.

Article
April 18, 2023
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All That Glitters Is Not Gold

Gold’s value has fascinated investors for centuries, and it is one of the most polarizing assets in existence, right up there with Bitcoin. Some consider gold to be the premier hedge against economic uncertainty, while others view it as non-productive with no income. The truth lies somewhere in the middle.

Article
April 14, 2023
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Markets Show Resilience in the Face of Uncertainty During the First Quarter

The first quarter of 2023 was marked by resilience in global stocks and intermediate-term bonds. However, the quarter was anything but calm, with inflation, Fed rate hikes, and unexpected bank failures all contributing to elevated uncertainty.