Keeping You Informed
We’re here to help you make sense of the markets
Categories
Featured Post:
Mid-Year 2025 Market Outlook
You can watch the entire 70-minute event by clicking the play button below, read the transcript here, or keep reading for the executive summary.This client event focuses on our...
Mid-Year 2025 Market Outlook Transcript
Joe Turner: Thank you, Pamela. I have been assigned by the team for today's presentation to talk about the origin story of Pring Turner: how we got started, what our process is,...
Retirement Investing Isn’t One-Size-Fits-All
As you approach retirement, choosing the right investment strategy becomes even more crucial. There’s a long-running debate between active and passive investing. But let’s clear...
Stability Through A Rough Stretch
Stock prices faced headwinds in the first quarter, marked by heightened volatility. Sharp market swings were largely driven by uncertainty surrounding the new administration’s...
Navigating Volatility in 2025
You can watch the entire 5+ minute video by clicking the play button below or keep reading for the executive summary.As we move into March, market volatility has taken center...
Why a Firming in the CPI May be Closer Than You Think
Last April, we wrote an article entitled “Why the Fed May Be Forced to Raise rates, Not Lower Them”. At first glance, our conclusion might appear off the mark. After all, the...
2024: ANOTHER STRONG YEAR – WHAT’S AHEAD?
Congratulations! Your investment portfolio generated strong gains with relatively low volatility throughout most of 2024. However, an unusually weak December puts a damper on...
Unstoppa-Bull!
The stock market maintained its dynamic upward momentum this past quarter, and so did your portfolio. Stock prices continued to power higher, despite concerns over ongoing global...
Navigating Inflation & Volatility: Mid-Year 2024 Market Outlook
You can watch the entire 90-minute event by clicking the play button below or keep reading for the executive summary.This client event focuses on our mid-year financial market...
Looking Forward to the Second Half of 2024
For the third quarter in a row, stock prices moved into all-time high territory! But it was not all smooth sailing as the market started the quarter with a sharp decline, then...
Beyond Salary: Negotiate Your Best Benefits Package
As you embark on your career journey, understanding how to select and negotiate the best benefits package can make all the difference in achieving your professional and personal...
Your 10-Step Guide to Business Ownership
Turning your solopreneur dreams into a reality is exciting business! But where to begin?? We’re here to dust off the guesswork by offering this guide on how to create and start...
A 5-Step Guide to Securing Your Family’s Future
Let's dive into a topic that is arguably one of the most impactful to your loved ones’ and your financial well-being: estate planning. Sure, it's not as exciting as planning a...