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Investor Education


We believe that financial literacy is an important step of your wealth journey and it may not always be easy to find reliable resources. See below to find education and insight on financial markets, economic environments, and investing principles.

Financial Bingo “Inflation” Is Your Free Space
Investment Economy

U.S. equity markets have teetered back and forth thus far in June, as 10-year bond yields have made a volatile trek lower. This mixed trading led up to and followed a June 16th update in outlook from the Federal Reserve. The Fed now sees an interest rate hike coming a few months sooner than forecasted back in March: late 2022. The tug-of-war between investors this year has been centered around a combination of monetary and fiscal policy uncertainty, inflation trepidation, and the post-COVID economic resurgence.

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Focus on Your Finish Line
Investment Insights

The past 15 months have given investors enough uncertainty to last a lifetime. Now, in May 2021, with nearly 38% of all Americans being fully vaccinated, inflation fears becoming tangible, equity markets shifting between euphoria and correction, and speculation running rampant, many uncertainties still remain.

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The Reopening Era May Finally Be Here, But Risks Still Remain

Insights COVID-19

Investors and global citizens alike are now over a year removed from the initial COVID-19 scare that shuttered businesses, brought economic activity across the globe to a halt, and caused a shift in human habits and interactions.Now, after a year that was, at minimum, challenging, the vast majority of signs are pointing to the outcome we’ve all been patiently waiting for: life returning to “normal”

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American Rescue Plan Act of 2021
Economy Politics

After a long and strenuous Senate session Friday night and after several amendments, the newest COVID relief stimulus package, this time valued at $1.9T, passed with a 50-49 vote early Saturday morning, March 6th. Senate Democrats used the reconciliation process, which allows budget-related bills to pass with a simple majority rather than the 60 votes typically needed, to pass the bill.

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