Charts & Chat - December 1, 2024
CEO Eric Boyce, CFA discusses: 1. inflation expectations continue to fall 2. regional Fed surveys of manufacturing are looking better 3....
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Eric Boyce
Nov 241 min read
Charts & Chat - November 24, 2024
This week, CEO Eric Boyce, CFA discusses: 1. Trade trends and the impact of the strong dollar and potential tariff polices 2. New...
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Eric Boyce
Nov 171 min read
Charts & Chat - November 17, 2024
This week, CEO Eric Boyce, CFA discusses: 1. potential trade implications of the Trump 2.0 administration 2. recent inflation reports...
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Eric Boyce
Nov 132 min read
November 2024 Newsletter
Dear Clients and Friends, As we look ahead to the 2024 holidays, investor sentiment remains cautiously optimistic, fueled by equal parts...
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Ian Kloc
Nov 114 min read
10 Tips for completing the FAFSA
It is that time of year when our senior students begin applying for college. While this is an exciting milestone for many families as the...
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Eric Boyce
Nov 31 min read
Charts & Chat - November 3, 2024
This week, CEO Eric Boyce discusses: 1. Relatively strong economic growth, as reported in the initial release of the 3Q GDP report. ...
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Eric Boyce
Oct 201 min read
Charts & Chat - October 20, 2024
This week, CEO Eric Boyce, CFA discusses: 1. GDP estimates for 3Q in the increase; liquidity higher, and economic data on balance has...
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Eric Boyce
Oct 61 min read
Charts & Chat - October 6, 2024
This week, CEO Eric Boyce, CFA discusses 1. more positive economic surprises; Fed more likely to drop rates 0.25% versus 0.50% next...
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Kelly Freeman
Sep 292 min read
Financial Focus - Caring for An Aging Parent
Caring for aging parents can be complex and emotionally challenging. Based on our experience, we encourage you to have these hard but...
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Eric Boyce
Sep 221 min read
Charts & Chat - September 22, 2024
This week, CEO Eric Boyce discusses: 1. The implications of the recent rate cut by the Federal Reserve 2. Global growth expectations...
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Eric Boyce
Sep 81 min read
Charts & Chat - September 8, 2024
This week, CEO Eric Boyce, CFA discusses: 1. Third quarter GDP growth looking like 2% annualized 2. Leading indicators have troughed;...
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Eric Boyce
Sep 21 min read
Charts & Chat - September 1, 2024
This week, CEO Eric Boyce, CFA discusses: 1. equity breadth improving, momentum factors fading a bit stocks trading above moving averages...
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Thomas E. Kemler, CFA, CVA
Aug 313 min read
A Business Valuation Is More Than Just The Number
Successful business owners have a lot of ways to benchmark and track their personal financial situation.
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Eric Boyce
Aug 251 min read
Charts & Chat - August 25, 2024
This week, CEO Eric Boyce, CFA discusses: 1. AI stock earnings decelerating; market leadership may change; 2. revenue growth in line,...
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Eric Boyce
Aug 181 min read
Charts & Chat - August 18, 2024
This week, CEO Eric Boyce, CFA discusses: 1. the recent inflation reports, which were better than expected & allow the Fed to lower rates...
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