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A lot has changed in the financial markets over the last seven months, including the transition to the Warsh Federal Reserve era. When President Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair at the beginning of the year, there was wide anticipation that Warsh would be hawkish and narrowly focused, prioritizing […]
A lot has changed in the financial markets over the last seven months, including the transition to the Warsh Federal Reserve era. When President Trump nominated Kevin Warsh to succeed Jerome Powell as Federal Reserve chair at the beginning of the year, there was wide anticipation that Warsh would be hawkish and narrowly focused, prioritizing […]
Strong market performance from industry leaders like Nvidia and Apple, alongside the public market debut of high-profile companies like SpaceX, has brought portfolio concentration top of mind for many investors. Whether a large position came from years of patient holding, an inheritance, founding a company, or equity compensation earned over a career, single-stock growth is […]
Elliott C. Hollingsworth
As Investment Counselors, my colleagues and I are immersed in the world of financial rules and systems. Whether we are studying the investment markets and accessing trading platforms, dealing with our custodial partners, connecting with our clients’ banking providers, or strategizing with related professionals from the legal, accounting and insurance fields, we coordinate this complex […]
Kathleen Gilmore, CFP®
We all define “risk” to our financial well-being in very personalized ways. For some, this risk is not being healthy enough to enjoy the retirements we saved for; for others, it’s based in providing for family members who may not be able to provide for themselves; for many, it’s a fear (sometimes irrational) of running […]
Kathleen Gilmore, CFP®
“Today is the oldest you’ve ever been, and the youngest you’ll ever be again.” —Eleanor RooseveltMuch has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than generations that came before. According to the U.S. Census Bureau, residents age 65 and over grew from 35.0 million in 2000 to […]
Kathleen Gilmore, CFP®Next Up
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