Market CommentaryInvestment Oversight
Market Update April 26, 2024
It’s been a rollercoaster week for the market. At the close of market on Thursday, the S&P 500 was up 1.75% for the week and 6.01% year-to-date…
1 min read · April 26, 2024
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Investment Oversight
Everything we've published on Investment Oversight.
ArticleInvestment OversightExploring Investment Opportunities for Disabled Family Members
Navigating the world of finance and investment can be challenging, and for families with disabled members, the complexity of these waters is often…
4 min read · March 10, 2024
Market CommentaryInvestment OversightYear in Review: 2023
We hope you and your loved ones found time to break bread and share stories from 2023 over the Christmas season. In keeping with our Year-in-Review…
9 min read · January 5, 2024
Market CommentaryInvestment OversightHalfway There – Economic Update and Outlook 2023
Market performance this year has been a “headscratcher.” In the face of macroeconomic resistance, the market has prevailed – for now. The three major…
5 min read · June 9, 2023
ArticleInvestment OversightThe Benefits of Pension Plans and How to Choose the Right One
Saving for retirement is one of the most important investments we can make in our lives. Pension plans are an excellent way to ensure that you have…
3 min read · May 29, 2023
ArticleInvestment Oversight2023 Debt Ceiling; Are We Headed for a Financial Disaster this Year?
The United States Debt Ceiling is a debt ceiling limit set by the US Congress on the total amount of debt that the federal government can accumulate. On…
6 min read · January 30, 2023
Market CommentaryInvestment OversightMarket Perspectives – May 24, 2022
Continuing the fear and greed cycle. Looking back over my thirty years in financial services, I can say unequivocally one of the most challenging times…
6 min read · May 24, 2022
Market CommentaryInvestment OversightMarket Perspectives May 2, 2022
Correction and contraction…. Investing during 2022 has been like running an obstacle course for the first time – walls to scale, water hazards to cross…
6 min read · May 2, 2022
Market CommentaryInvestment OversightMarket Perspectives April 5, 2022
Our Market Perspectives begins with a check-in on the Federal Reserve. Among other things, Congress asks the Federal Reserve to use its tools to promote…
4 min read · April 5, 2022
Market CommentaryInvestment OversightMarket Perspectives – Catastrophes Bring Out Investor Emotions
In just over two weeks, the war in Ukraine has disrupted the status of 1.3 million people – approximately the number of people who live in Philadelphia…
5 min read · March 15, 2022
Market CommentaryInvestment OversightRussia’s Grip On The Economy
Reflecting on our 2021 year-end Market Perspectives, our thesis held that 2022 could look quite a bit like 2021 — with some key differences. We noted the…
5 min read · March 4, 2022
ArticleInvestment OversightTHE POWER OF COMPOUND INTEREST
One of the fundamental keys to wealth accumulation lies in understanding the concept of compound interest, a powerhouse in personal finance. But what…
2 min read · February 22, 2022
Market CommentaryInvestment OversightWhite Hot Real Estate Market
The Federal Housing Finance Agency House Price Index is the nation’s only collection of freely available information that measure changes in…
1 min read · January 6, 2022
- Market CommentaryInvestment Oversight
Global Economy Slowing but Still Moving
The economy is slowing, but still moving sums up the current state of affairs. Before we dive into today’s Market Perspective, we want thank you for…
13 min read · December 20, 2021
ArticleInvestment OversightGrowth Driven Price Increases
Inflation is unfortunately showing its ugly head, but is it simply growth driven price increases? I believe it has been one of the market’s most…
3 min read · October 27, 2021
- Market CommentaryInvestment Oversight
U.S. EQUITY MARKETS WERE MIXED HEADING INTO THE LABOR DAY WEEKEND NONFARM PAYROLLS UNDER PRESSURE DUE TO DELTA VARIANT?
U.S. EQUITY MARKETS WERE MIXED HEADING INTO THE LABOR DAY WEEKEND NONFARM PAYROLLS UNDER PRESSURE DUE TO DELTA VARIANT? U.S. equity markets wrapped up…
6 min read · September 8, 2021
- Market CommentaryInvestment Oversight
Market Perspectives: VIX Falling, Stocks Priced for Perfection
The VIX is falling and stocks are priced for perfection. But, before we get started, I encourage everyone to pause this weekend and remember those who…
6 min read · July 3, 2021
Market CommentaryInvestment OversightIRA’S – Traditional or Roth: Which is best?
It’s never too early to consider retirement planning, and for many of us who are still developing our careers, an IRA of some sort is a potent financial…
3 min read · May 26, 2021
ArticleInvestment OversightUnderstanding the Coming Inflation Problem
2020 was a tumultuous year for both the global and the US economy, and that tumult left many investors and consumers hoping for better, smoother days…
3 min read · April 22, 2021
Market CommentaryInvestment OversightMarket Perspectives: Bulls, Bears, and the end of a Pandemic
When it comes to investing, most of us consider the markets to be made up of two types, buyers and sellers. More affectionately known as the bulls and…
3 min read · April 6, 2021
ArticleInvestment OversightWhat Happened With Gamestop
Let’s open this one with a caveat: the situation which we’re discussing here is evolving rapidly and the ultimate resolution remains unseen. Investors…
3 min read · February 1, 2021
Market CommentaryInvestment OversightThe New Year: Partly Chaotic with a Chance for Opportunity
Happy New Year to our clients and readers. It took a few weeks before gaining enough inspiration to write our first Market Perspectives of 2021. The…
6 min read · January 19, 2021
- Market CommentaryInvestment Oversight
Market Perspectives October 26 2020
The initial phase of the economic restart has been quicker than expected, evidenced by the recent IMF’s upgrade to its global growth outlook. Yes, we…
3 min read · October 26, 2020
- Market CommentaryInvestment Oversight
Market Perspectives October 2020
A Consequential Election The U.S. Presidential election is expected to have big implications for markets – fiscal stimulus, public investment, taxation…
4 min read · October 1, 2020