Posts
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Podcast: An interview with LNWM CEO Kristen Bauer
March 9, 2023
Podcast: An interview with LNWM CEO Kristen Bauer
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The Monday Mix: Feb. 27 – March 5, 2023
March 6, 2023
The Monday Mix: Feb. 27 – March 5, 2023
Top-of-mind economic news as we start the week: — The yield on 2-year US Treasury bills hit 4.88%, the highest level in more than a decade; meanwhile, 10-year Treasury y
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Opportunity Calls
March 1, 2023
Opportunity Calls
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The Monday Mix: Feb. 20 – 26, 2023
February 27, 2023
The Monday Mix: Feb. 20 – 26, 2023
Top-of-mind economic news as we start the week: — Inflation as measured by two key gauges rose in January, up 5.4% per the PCE Index and 6.4% by the CPI; the Fed target
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The Monday Mix: February 13 – 19, 2022
February 21, 2023
The Monday Mix: February 13 – 19, 2022
Top-of-mind economic news as we start the week: — Federal Reserve officials stressed the need to keep raising their key rate in order to curb inflation, which is running
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The Monday Mix: February 6 – 12, 2023
February 13, 2023
The Monday Mix: February 6 – 12, 2023
— S&P 500 earnings for 4th quarter 2022 are down 4.9% (based on nearly 70% of companies reporting), the first downturn since the 3rd quarter 2020. — The S&
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Top Women Wealth Advisors Best-in-State
February 9, 2023
Top Women Wealth Advisors Best-in-State
We are proud to congratulate Lauren Wood, CFA, CFP®, Wealth Manager and Shareholder, for her recognition as one of Forbes Top Women Wealth Advisors in California. This is the
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The Monday Mix: Jan. 30 – Feb. 5, 2023
February 6, 2023
The Monday Mix: Jan. 30 – Feb. 5, 2023
Top-of-mind economic news as we start the week: — The Federal Reserve raised its key interest rate by 25 basis points to range of 4.5% – 4.75%, the highest level s
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The Monday Mix: Jan. 23 – 29, 2023
January 30, 2023
The Monday Mix: Jan. 23 – 29, 2023
Top-of-mind economic news as we start the week: — The US economy grew 2.9% annualized in 4th quarter 2022, vs. 2.7% anticipated, despite weaker consumer spending. —