Our latest Market Insights delves into the current financial landscape. The job market remains strong, and corporate earnings are solid, but risks persist. The Federal Reserve's decisions on interest rates are crucial, and mortgage rates are at a two-decade high, impacting housing and homebuilder stocks. Commercial real estate faces challenges with declining values, potentially risky loans, and high refinancing needs. We also explore the "September effect" on stock markets and the impact of geopolitical issues on energy prices and rising inflation driven by wage increases and union strikes.
The U.S. equity markets are witnessing a rally in 2023, largely driven by major tech firms investing heavily in artificial intelligence (AI). Yet, with great opportunities come great challenges, including potential regulatory hurdles and security risks. Meanwhile, global inflation showcases a diverse picture, with countries grappling with different economic pressures. Dive into our latest blog to explore the intricate dance between AI advancements and economic dynamics and what it means for small and mid-cap stocks.
When it comes to investing, it's important to understand the differences between active and passive investing. Learn about the key differences, advantages, and disadvantages of each to make informed investment decisions.
As your community experiences population growth, your business must adapt to the changing landscape to seize new opportunities and overcome challenges. This blog post explores nine ways population growth can influence your business strategy in the financial industry.
A special needs trust provides financial support for a person with a disability without compromising their eligibility for special assistance programs like Social Security.