Chris Kamykowski, CFA®, CFP® – Head of Investment Strategy & Research Markets are flummoxed with changing expectations for how long the Fed will raise rates and for how long they hold at the eventual terminal…
Aoifinn Devitt – Chief Investment Officer It was a bruising week last week as the S&P recorded its third negative week in a row and its largest weekly decline in over 10 weeks. The tripwire in…
Aoifinn Devitt – Chief Investment Officer The US CPI data for January was not exactly a sweet-smelling Valentine’s Day bouquet. Although it showed a seventh consecutive month of lower inflation than the previous month, it still…
Aoifinn Devitt – Chief Investment Officer As we move to February and the Super Bowl beckons this weekend, a groundswell of positive economic indicators – so called hard data, is starting to edge out the soft…
Aoifinn Devitt – Chief Investment Officer As earnings season moves into high gear, the mixed bag of results seems to be leaving markets in a state of some confusion. While earnings have been mixed even within…
Chris Kamykowski, CFA®, CFP® (Head of Investment Strategy and Research) Rich McDonald, MBA (Head of Portfolio Management and Fixed Income) Per the announcement yesterday (1/19), the US Treasury Department is beginning the use of “extraordinary…
Aoifinn Devitt – Chief Investment Officer Markets received today’s CPI numbers with delight and some relief. The news that US consumer price inflation had risen only 7.1% annually, and only 0.1% month-on-month provided clear evidence of…
Aoifinn Devitt – Chief Investment Officer As the year hurtles to a close, it is turning out not to be a season of “Out of the Office” emails and Silent Nights. We continue to face a…
Kevin Ward – Advisor Einstein is often credited—perhaps apocryphally—with identifying compound interest as the world’s eighth wonder. Benjamin Franklin was also famous for his comments on the power of money compounding: “Money makes money. And the…
Kevin Ward – Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can mitigate some of the unknowns—or at least better position yourself to handle surprises…
Kevin Ward – Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can mitigate some of the unknowns—or at least better position yourself to handle surprises…
Kevin Ward – Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can help mitigate some of the unknowns—or at least better position yourself to…
Kevin Ward, Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can mitigate some of the unknowns—or at least better position yourself to handle surprises…
Kevin Ward, Advisor Life is full of unknowns—simultaneously a source of tremendous potential joy and anxiety. But with thoughtful planning, you can mitigate some of the unknowns—or at least better position yourself to handle surprises…
Kevin Ward, Advisor Private equity’s popularity has soared over the past couple of decades among institutional and qualified-high-net-worth investors—perhaps a response to mutual and exchange-traded funds’ massive rise in the 1980s and 1990s. But popularity…
Kevin Ward, Advisor Real estate markets—particularly metropolitan markets like Chicago—can be challenging to navigate for home buyers (and sellers, for that matter—a topic for another day). Home prices in popular metro markets may only seem…
Kevin Ward, Advisor For many, retirement increasingly represents a meaningful share of our lives—the benefit, partly, of the miracles of modern medicine which have extended our lifespans. But without a daily job to go to,…
Kevin Ward, Advisor As life expectancies have extended and as wealth in many developed countries has grown exponentially over the last century-plus, retirement not only has increasingly become a reality for many, but it also…
Kevin Ward, Advisor Retirement is a sprawling topic. The word alone can raise questions, emotions, and concerns—about how exactly your future will look, what life will entail as the day-to-day changes, how the financial situation…
Deciding when and how to sell a business are two of the most important decisions business owners make. Below is a list of items that are critical to take into consideration in the process. While…
With a bear market comes opportunities for investors. Watch Advisor Mike Vredenburgh discuss how investors can leverage tax loss harvesting and Roth conversions to insulate their portfolios from taxes on future gains when the market…
With a bear market comes opportunities for investors. Watch Advisor Mike Vredenburgh discuss how investors can leverage tax loss harvesting and Roth conversions to insulate their portfolios from taxes on future gains when the market…
Please enjoy as Dave discusses a few recent breakthroughs that give him hope and excitement about the future. Kevin’s “Ask the Professional” answers the question, “What can the Breckenridge Team do for you?” And…
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