Blog Archives

January 05, 2023

Economic Flash: New Market Regime Takes Shape

Interest rates may remain at current levels or higher for a significant period of time, indicating slower growth in the economy and corporate profit...

Monday Morning Mix

January 03, 2023

The Monday Mix: Dec. 26, 2022 – Jan. 1, 2023

Top-of-mind economic news as we start the week and the New Year: -- Without the oil and gas sector, S&P 500 earnings growth was just 1.8% for 2...

Financial and Business Planning

December 29, 2022

The Word of 2022 Is…

Excerpted from The Economist: The story of a year is sometimes easy to identify: the financial crisis of 2008, the Brexit-Trump populist wave of 2...

Monday Morning Mix

December 27, 2022

The Monday Mix: Dec. 17 – 25, 2022

Top-of-mind economic headlines as we start the week: -- US GDP grew at a 3.2% annualized pace in 3rd quarter 2022 said the US Commerce Dept. vs. it...

In the Community

December 27, 2022

LNWM & WAM: A Platform for Creating Shared Value in 2023 and Beyond

"Employees are our only asset... Coming out of the pandemic, coming out of two mergers and the markets are really tumultuous right now, we decided t...

Monday Morning Mix

December 19, 2022

The Monday Mix: Dec. 12 – 18, 2022

Top-of-mind economic news as we start the week: -- The Federal Reserve raised its key interest rate by half a percent to 4.5% and said it would con...

Financial and Business Planning

December 19, 2022

A Sea Change Is Under Way in Markets

By Howard Marks, Co-Founder & Co-Chair, Oaktree Capital Management The investment world may be experiencing the third big shift of the past 5...

Monday Morning Mix

December 12, 2022

The Monday Mix: Dec. 5 – 11, 2022

Top-of-mind economic news as we start the week: -- The U.S. trade deficit widened to $78.2 billion in October as strong U.S. dollar boosted imports...

In the Community

December 06, 2022

Theory of Change: A Philosophy to Shape Your Giving

With so many requests to give, it’s no wonder many people are searching for more direction. While disaster relief, school fundraisers and chari...

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Blog

Economic Flash: New Market Regime Takes Shape

The Monday Mix: Dec. 26, 2022 – Jan. 1, 2023

The Word of 2022 Is…

The Monday Mix: Dec. 17 – 25, 2022

LNWM & WAM: A Platform for Creating Shared Value in 2023 and Beyond

The Monday Mix: Dec. 12 – 18, 2022

A Sea Change Is Under Way in Markets

The Monday Mix: Dec. 5 – 11, 2022

Theory of Change: A Philosophy to Shape Your Giving

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