2 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Feb 25, 2022 11:01:00 AM
The markets continue to experience turbulence as Ukraine defends itself from Russia’s invasion. Heightened geopolitical risks on top of the anticipated unwinding of the Fed’s bond purchases and rate increases have pushed the volatility index known...
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12 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Jan 10, 2022 10:56:00 AM
December ended on a favorable note for most markets and most commodities. While we are now in the midst of a new flare-up of the Covid virus,...
15 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Nov 17, 2021 10:15:05 AM
The start of the fourth quarter was generous to the equity markets as almost every key indices reached new year-long heights.
2 min read
Kyle Carlton: Oct 29, 2021 8:00:00 AM
Most investment firms today use risk tolerance questionnaires with standard deviation being the primary method for helping to measure risk; here is...
14 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Oct 15, 2021 4:03:56 PM
September was a difficult month for the major market indices as investors remained concerned about the possibility of inflation and the nation’s...
2 min read
Kyle Carlton: Oct 13, 2021 2:05:40 PM
In 1979, a passenger jet carrying 257 people left New Zealand for a sightseeing flight to Antarctica. The pilots had never flown this route before,...
3 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Oct 8, 2021 5:00:00 PM
The most recent FOMC 2-day policy meeting brought a change in their policy language that it could start to reduce, or ‘taper’, its $120 billion in...
3 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Oct 4, 2021 9:15:00 AM
Before buying into central bank assurances that inflation is transitory, we must remain vigilant of the fact the largest risk facing the economy...
3 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Sep 27, 2021 11:30:00 AM
I'm sure you have seen Evergrande's name in the news this past week. Here is some information to help you understand what is happening along with the...
13 min read
Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA: Sep 9, 2021 9:24:33 AM
The beginning of September found the nation with several events that will influence the markets. On August 1, 49.6% of all Americans were fully...
