Blog
The F Word
Managing a 401(k) can be a lucrative business, as you can imagine it means you have the AUM of an entire plan on your books and the opportunity to be the trusted face of 1 or 1,000+ participants.
Read MoreNFT Whats? Unpacking NFTs
One of the top searches on Google this year was the term ‘NFT’. Given the explosive growth in interest, we thought a blog post about the topic would be appropriate as we say goodbye to 2021 and hello to 2022.
Read MoreMarket Volatility: Earnings Reports and Inflation Worries
Recently we have been discussing higher market volatility as market participants attempt to understand the inflationary threat (its duration and magnitude) and the Fed’s response.
Read MoreNFT’s: Another Crypto-Induced Fad?
Monday, March 22nd , 2021 “NFT’s: Another Crypto-Induced Fad?” NFTs, or non-fungible tokens, have garnered a lot of attention recently due to their high sales volumes, which have topped $300mm in the past month. Most...
Read MoreInflation Expectations Highest Since 2008, Bond Yields Spike
Monday, March 8th, 2021 “Inflation Expectations Highest Since 2008, Bond Yields Spike” The U.S. economy is heating up. On Friday, U.S. payrolls increased by 379,000, well above estimates. One measure of U.S. manufacturing...
Read MoreShow All
Crypto Craze Goes Mainstream
Monday, March 1st, 2021 “Crypto Craze Goes Mainstream” Cryptocurrencies are one of the most polarizing topics in finance these days. It seems you are either an impassioned holder of one or more digital tokens, or on the...
Read MoreFundamental Strength in Market Leaders Overlooked Amidst Trading Frenzy
Tuesday, February 16th, 2021 “Fundamental Strength in Market Leaders Overlooked Amidst Trading Frenzy” The last few weeks have been a big test to those who still maintain faith in the efficient market hypothesis. Even...
Read MoreMeme Street vs. Wall Street: A Primer
Tuesday, February 9th, 2021 “Meme Street vs. Wall Street: A Primer” The past few weeks have been filled with stories of small investors (David) vs. hedge funds (Goliath), where an increasing amount small investors have come...
Read MoreA Brief Overview of the Federal Reserve’s First Meeting of 2021
Thursday, January 28th, 2021 “A Brief Overview of the Federal Reserve’s First Meeting of 2021” The Federal Reserve (‘FOMC’ or ‘the Fed’) had its first meeting of the year this week. As expected...
Read MoreFourth Quarter Market Perspective
Please click the link below to read the recently published Fourth Quarter Market Perspective from WealthPlan Partners. Fourth Quarter Market Perspective
Read MoreEmerging Markets: A Good Diversifier for an Uncertain Future?
Friday, January 15th, 2021 “Emerging Markets: A Good Diversifier for an Uncertain Future?” As we all know, 2020 was quite a year for the markets. Despite a Pandemic, lockdowns, and numerous other disruptions throughout the...
Read MoreStocks were a lone bright spot in 2020
Wednesday, January 6th, 2021 “Stocks were a lone bright spot in 2020” It is hard to believe that less than 10 months from a historic market selloff and an unprecedented economic shutdown, we are talking about an overheated...
Read More