Blog

We've arrived at the half way point in the year, the perfect time to take a look back at how the markets have performed thus far and what we might expect going forward. Watch our latest video to learn more.

Two topics that have been on the forefront of peoples' minds this past year are interest rates and inflation. In this edition of our monthly charts video series, Nathan offers some perspective on the path of the 30 year mortgage, the 10 year Treasury, and the Fed funds rate, and how the Fed may respond to the recent resurfacing of inflationary pressures.

Stock buybacks have gotten a lot of attention over the years; some good, and some not so good. In this blog post, we explain what they are and why investors need to put the idea into context.

The labor markets have been surprisingly resilient following a pandemic and economic recession. In his latest video, Nathan digs into the data to show just how unique this moment is.

In our year end recap video, Nathan discusses how the mega-cap companies have driven the soaring stock market, and where we stand with bond and Treasury yields, retirement portfolio performance, commodities and the US dollar.

There is a misconception that personal finance requires a degree in math. In this blog post, we set out to bust this myth.

Since the end of the pandemic the US dollar has continued to strengthen, but whether a strong dollar is a good or bad thing depends on where you stand. In this month's video blog post, Nathan discusses the advantages and disadvantage of a strong US dollar,  how it is valued,  and it how it impacts other economic indicators.

As we stand one year out from the most recent market bottom, Nathan highlights the path of recovery for the financial markets, consumer prices, and more, in this month's video blog post.

As interest rates have risen lately, investments that offer a fixed rate of return have become increasingly attractive. But the long term impact of inflation must be considered when evaluating any guaranteed return.

Credit card debt recently reached an all-time high of $1 Trillion, but what does this mean in the context of our national economic health? In this month's video blog, Nathan breaks down the stats on consumer debt to help us put these new record levels in perspective.