Wealth Management
The Pulse on the Economy and Capital Markets: February 19 – 23, 2023
To Summarize: The U.S. technology giants, also known as the “Magnificent 7,” are driving stock market returns despite higher-than-expected inflation. Rising…
The Pulse on the Economy and Capital Markets: January 15 – 19, 2023
To Summarize: AI-driven stocks surge as other markets remain weak amid delayed Federal Reserve (Fed) rate cut expectations. Consumer activity…
The Pulse on the Economy and Capital Markets: December 11 – 15, 2023
To Summarize: The financial markets spark optimism while holiday shopping broke records. However, concerns linger for lower-income consumers and businesses…
The Pulse on the Economy and Capital Markets: November 20 – 24, 2023
To Summarize: Consumer concerns emerge after Walmart’s earnings call provided insights into economic factors impacting spending. The markets rallied in…
The Pulse on the Economy and Capital Markets: October 2 – 6, 2023
To Summarize: Weaker stock and bond markets can be tied to expectations that the Federal Reserve will keep rates higher…
The Pulse on the Economy and Capital Markets: August 14 – 18, 2023
To Summarize: The markets have been weaker as long-term bond rates increase investor concerns that inflation rates will stay higher. Consumers…
The Pulse on the Economy and Capital Markets: July 3 – 7, 2023
To Summarize: Recent economic data signals to investors that interest rates will remain higher through 2023, leading to a weaker start…
The Pulse on the Economy and Capital Markets: June 12 – 16, 2023
To Summarize: The stock markets continue to surprise with another strong quarter as the Federal Reserve places a pause on interest…
Know The Difference: CFP vs CPA
At a glance Schedule a consultation with an Aprio advisor today. The full story There are many designations when it…
The Pulse on the Economy and Capital Markets: May 8-12, 2023
To Summarize: The stock and bond markets have been mixed but remain resilient despite concerns regarding regional banks and tighter lending…