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Posts by Matthew Grubb

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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Investor Expectations – Out of Step with Federal Reserve Outlook

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY January 2023 Both stocks and bonds began the new year with strong returns. Recent economic data indicates progress in lowering inflation although it will take a while to achieve the Federal Reserve’s (Fed) target inflation rate of 2%. Wall Street remains hopeful the economy can weather more interest-rate hikes by the Fed…

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