Weekly Investment Update July 18, 2022
In another busy week for markets, risk assets in general retreated over the past five days.
Monthly Investment Update: July 2022
US stocks, as measured by the S&P 500 index, reached an all-time high in late December of 2021.
Weekly Investment Update June, 27 2022
Risk assets bounced back through the holiday-shortened week last week.
Weekly Investment Update June, 20 2022
After a tumultuous beginning of June for markets, investors hoping that a Federal Reserve (Fed) meeting and rate hike would calm markets were sorely disappointed last week.
Weekly Investment Update June,13 2022
The latest year-over-year Consumer Price Index (CPI) figures, a commonly used approximation of inflation, were released on Friday and the numbers came in higher than expected (see graph below).
Monthly Investment Update: June 2022
For markets, economies, and geopolitics, 2022 has felt like all bad news.
Why You Need a Financial Advisor | Estate Planning
An estate plan is a documented plan for your assets in the event of your passing. While this is not something we want to think about often, it’s essential to put a plan into place so that your family doesn’t have to make these tough choices when you’re gone. An estate plan also puts the power in your hands to make charitable contributions and care for those you love.
Weekly Investment Update May 23, 2022
Risk assets slid lower last week as major US retailers Target and Walmart both missed earnings estimates.
Weekly Investment Update May 16, 2022
Despite a big bounce on Friday, risk assets had another difficult week last week. The latest Consumer Price Index year-over-year increase was released on Wednesday.
7 Money Management Tips We Recommend for Every Income Level and Stage of Life
Everyone needs a financial plan unique to their goals and desires, but there are a few “money management truths” that are smart strategies for everyone, regardless of income level or stage of life.
An Independent Firm of OneAscent Financial
Copyright © Sovereign Financial