Brian Friday, CFP®
Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.
With war and geopolitics dominating headlines, it’s easy to overlook slower-moving changes in the investment background. We think it is important for investors to re-examine some long-held assumptions on policy impacts and investor behavior.
Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.
Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.
The Middle East conflict has thrust energy markets into crisis. While diplomatic overtures have offered a glimmer of de-escalation, military buildups and strikes persist. We look at evolving strife, market risks ahead, and lessons history offers.
Baby boomer, Gen X and millennial women are fundamentally changing how wealth is built, what it represents and how it can be used to create lasting impact.
The FOMC, BoC, BoE, ECB, RBA, and BoJ held policy meetings this week amid uncertainty caused by the Middle East crisis. While policymakers acknowledged that uncertainty, markets increasingly believe central banks may need to tighten policy rates.
Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
The two largest Asian equity markets have the potential to rally further. Within corporate bonds, quality credits should prevail.