Trever Christian and John Schwalbach, Partners

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So far Trever Christian and John Schwalbach, Partners has created 59 blog entries.

Hot Data, Cool Markets, Good News

While markets retreat, the shift in rate expectations show signs the end of rate hikes is near. Key Observations Strong economic data pushed market expectations to 0.5% more rate hikes by year end. While perhaps overdone, this speaks to the end is near on rising rates. With 94% of S&P [...]

Hot Data, Cool Markets, Good News2023-03-10T10:56:42-06:00

Markets Start 2023 Off With A Bang

Filter out the noise and stay the course. Key Observations Broad asset classes rose higher off 2022 lows on cooling pricing pressures and the possibility of a Fed pause Equities abroad outperformed amid a declining U.S. dollar and higher than expected growth The U.S. debt ceiling has sparked conversation, however [...]

Markets Start 2023 Off With A Bang2023-02-15T16:33:34-06:00

A Pivot to Pause?

Signs of peaking inflation and the potential for central bank moderation in 2023 pushed equity markets higher in November. Key Observations Risk assets rallied on the back of softening inflation data and “Fed pause” mentality The Federal Reserve reiterated its commitment to combat inflation, but a pivoting tone hinted at [...]

A Pivot to Pause?2022-12-19T08:42:03-06:00

Nine Year-End Financial Planning Moves to Consider

Year-end is fast approaching, with the December holidays just around the corner. While the market malaise may be front-and-center on the minds of many, individuals should not overlook year-end planning opportunities which may provide meaningful benefits. We invite you to skim the topics below to see if any may be [...]

Nine Year-End Financial Planning Moves to Consider2022-12-19T08:33:19-06:00

Fresh Mountain Air, Same Hawkish Stance

A firm stance on fighting inflation from Jackson Hole pushed markets lower as investors wrestle with the impact on the global economy. Key Observations Markets turned negative for the month following the Jackson Hole Economic Symposium. The Federal Reserve reiterated its commitment to combat inflation “until the job is done.” [...]

Fresh Mountain Air, Same Hawkish Stance2022-12-19T08:08:56-06:00

Making Hay While the Sun Shines: Earnings in Focus

Markets eye earnings reports for forward guidance in a challenging environment Key Observations July provided solid respite after a difficult first half of 2022, with investors buying the dip. Investors looked to corporate earnings and guidance to set expectations for the second half of 2022 and beyond, assessing the position [...]

Making Hay While the Sun Shines: Earnings in Focus2022-08-25T12:47:40-05:00

Does Consistent 401K Participation Pay Off?

For anyone in need of yet another example of the benefits of routine, consistent saving and investing, this is it. Retirement plan participants who did so accumulated sizable 401k plan account balances in the last decade, according to a new joint study from ICI and the Employee Benefit Research Institute [...]

Does Consistent 401K Participation Pay Off?2022-08-24T19:20:56-05:00

How to Buy I Bonds Direct from the Treasury

With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection and are backed by the U.S. government. I Bonds are pretty [...]

How to Buy I Bonds Direct from the Treasury2022-08-24T19:37:36-05:00
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