The Losey Carleton Group
Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.
The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.
RBC Economics breaks down the key vulnerabilities in the U.S. economic landscape as the second half of the year gets underway.
When you need cash fast, a securities-based loan may be more cost-effective than selling appreciated assets. A simple equation can help you weigh your options.
The technical backdrop for equity markets remains positive with healthy participation across sectors. However, a breakout by U.S. long-term rates above their 2.5-year trading ranges would risk the equity market cycle that began in Q4 2022.
Learn how 529s can be an effective tool to build a college fund for today and the future.
If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.