Emergency Cash Reserves

Emergency Cash Reserves

EMERGENCY CASH RESERVES – ALL SET? During the financial crises, I’ll never forget the Friday that I got home from work and my husband told me he had been laid off, and his mother passed away the same day.  It was a rough day for sure.  And, I was grateful that we...
Quarterly Investment Commentary – Q1 2024

Quarterly Investment Commentary – Q1 2024

MARKET RETURNS: Global equity markets extended last year’s run into the first quarter of 2024 and major indexes made new highs. U.S. large company stocks retained their leadership role, with the S&P 500 posting a double-digit gain. Yet some of 2023’s darlings lost...
Markets Discussion Video – Q1 2024

Markets Discussion Video – Q1 2024

  Erin, Mark, and Louis’ are back Q1 Markets Discussions Video considering many factors in including the markets strong year end rally and the potential outcomes of the interest rate increases we’ve seen over the last few years. Touching on various global...
Quarterly Investment Commentary – Q4 2023

Quarterly Investment Commentary – Q4 2023

MARKET RETURNS: Markets staged a dramatic rally into year-end, bringing all major asset classes comfortably into positive territory for 2023. U.S. stocks posted the strongest returns, with the S&P 500 finishing just shy of an all-time high. These gains were...