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Wednesday, February 23, 2022

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.

Wednesday, February 23, 2022

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.

Wednesday, February 23, 2022

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.

Monday, March 22, 2021

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...

Monday, March 8, 2021

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...

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Monday, March 1, 2021

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...

Tuesday, February 16, 2021

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...

Tuesday, February 9, 2021

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...

Thursday, January 28, 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...

Tuesday, January 19, 2021

Please click the link below to read the recently published Fourth Quarter Market Perspective from WealthPlan Partners. Fourth Quarter Market Perspective

Friday, January 15, 2021

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...

Wednesday, January 6, 2021

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...