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Archive for April 2023

U.S. Debt Ceiling

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY April 2023 Investors weighed three key issues in April: The Federal Reserve’s (Fed’s) next interest rate move, corporate earnings, and the financial strength of U.S. regional banks. The Fed did not meet in April but did raise interest rates by 25 basis points on May 3rd. The Fed hinted at a pause of further…

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Property and Casualty Insurance 101

Advisor Perspective

With so many unfortunate events in the past couple of years (hurricanes, fires, floods, etc.), we felt a review of insurance coverages would be useful. When working with clients, we sometimes find they haven’t reviewed their property and casualty insurance for years or even decades. In many cases, we’ve seen that our clients’ circumstances and…

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