Investor Considerations: Interest Rates and Money Markets

Investor Considerations: Interest Rates and Money Markets

Investor Considerations: Interest Rates and Money Markets March 10, 2023: Inflation and interest rate movements continue to be the primary focus for investors as they keep a close eye on both the equity and fixed income markets. In fact, the headlines have remained...
Mark Barry Shares 4th Quarter Commentary, 2023 Outlook

Mark Barry Shares 4th Quarter Commentary, 2023 Outlook

Q4 Commentary and 2023 Outlook with Mark Barry February 9, 2023: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be...
Q3 Commentary with J.D. Wolfsberg

Q3 Commentary with J.D. Wolfsberg

Q3 Commentary with J.D. Wolfsberg October 21, 2022: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Portfolio Manager, J.D. Wolfsberg CFA, CFP®, will be sharing his commentary...
Mark Barry Shares 4th Quarter Commentary, 2023 Outlook

The Federal Reserve and Market Volatility

The Federal Reserve and Market Volatility Written September 30, 2022. By JD Wolfsberg:  Background By the end of 2021 the Federal Reserve began to realize that inflation was no longer “transitory” and they were in fact falling behind in curbing price increases. As we...
Will I Ever See an Increase in my Savings Account Rate?

Will I Ever See an Increase in my Savings Account Rate?

Will I Ever See an Increase In My Savings Account Rate? August 3,2022. By J.D. Wolfsberg: Money market yields have inched up given the recent interest rate hikes by the Federal Reserve Bank. Using a hypothetical example and current average numbers, the yield on a...