2023 Mid-Year: A New Future?

Posted on July 26, 2023 • My2Cents

Good afternoon, as we move into the second half of the year let me take a moment and give you some thoughts about 2023 to date. As usual, surprises can happen that can shake things up going forward. […]

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The Debt Ceiling... And Other Tidbits

Posted on May 18, 2023 • My2Cents

As we wind down May and head to the summer, I wanted to take a minute to discuss several topics. Below are observations in no particular order: […]

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Silicon Valley Bank: Important to Know

Posted on March 13, 2023 • My2Cents

Last Friday, Silicon Valley Bank (SVB) announced they needed to raise capital for liquidity purposes. In today’s social media world, some analysts and investment managers questioned their exposure to smaller upstart tech type companies. When others suggested companies doing business with them begin pulling deposits from the bank this was the equivalent of someone screaming […]

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What can I do to prepare for the upcoming crash?

Posted on March 7, 2023 • My2Cents

Recently we held our 2023 Question and Answer breakfast at the historic Rowan Museum. While I am used to tough questions, the one above caught me a bit off guard. However, in a world where disaster sells there are impending doom headlines everywhere. After giving it some thought, I was thankful that the question was […]

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Find The Good

Posted on December 14, 2022 • My2Cents

Recently I attended my first Commonwealth National Conference in nearly 5 years, with the conference theme being “Find the Good”. And after 40 years studying economics, investments, and financial planning trends I came back excited with pages of notes to incorporate into our work. Recently investors have been ‘finding the good’ with various economic reports […]

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A Stubborn Economy

Posted on October 26, 2022 • My2Cents

As we move through October, the financial markets continue to be bumpy on a day-to-day basis. Conflicting data abounds, one day a stronger than expected employment report and the next an inflation number that is considered too hot. The Federal Reserve keeps raising interest rates to try and slow things, but the economy is stubborn […]

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