Weekly Market Update

In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s midterm election results and how it moved various parts of the market. He also touches on the employment report, and the inflation... View Post

In this week’s video, Patrick Gaul, CFP® discusses last week’s market performance. He also touches on outstanding action items from Fall Reviews that we are working our way through. Please keep an eye... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the surprising election result in Brazil, and if those results will impact client portfolios. He also touches on the Fed meeting this week and... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the news that Social Security recipients will be receiving a 3.6% inflation adjustment beginning in 2027. He also congratulates Nick Schilkey on his engagement!... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the upcoming earnings season and if strong results could propel the markets higher into year-end. He also touches on outstanding fall review action items... View Post

In this week’s video, Patrick Gaul, CFP® discusses why the market went up in response to poor jobs data. He talks through a technical issue Schwab was having that resulted in a position... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the increase in global bond yields and if we might be approaching another inverted yield curve. He also touches on follow up items from... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses the Fed’s interest rate hike, and why it is difficult for them to balance inflation versus employment. He also touches on the U.S. dollar... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses why this is an important time to revisit rebalancing portfolios. He also touches on last week’s inflation data, and the Fed’s interest rate decision... View Post

In this week’s video, Johann Kroll, CFA, CFP® discusses why the Fed is in a tough spot with last week’s strong employment report. He also touches on why this week’s inflation data is... View Post