by Ashley Agnew | Oct 21, 2022
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...
by Ashley Agnew | Oct 4, 2022
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...
by Ashley Agnew | Jun 20, 2022
Top of Mind: 5 Charts for Investors June 20, 2022. Mark Barry, CFA: The first half of 2022 has proved challenging for investors, as a combination of appreciable headwinds has weighed on financial markets and pressured asset prices. These headwinds – inflation, rising...
