Market Minute

April 2024 – By Scott Rosenquist, CFA®

Artificial intelligence was the dominant theme for investors and the financial markets over the past year. It led equity markets higher with technology companies benefitting from the build-out of data centers and the necessary infrastructure to run AI algorithms.  Some investors are asking themselves, have I seen this before? referring to the late 90’s dot com bust.  One key ingredient missing now is a rush of companies going public to take advantage of the current market environment.  At least not yet.  I do find it interesting that most private AI-focused companies are partnering with larger public companies (with deep pockets) rather than going public. These companies can receive funding without going through the hurdles of a public offering.  AI has gained a lot of traction from my previous post about this topic.

Planning Article

March 2024 – By Joe Fortunato CFP^®

In the vast landscape of succession planning, we have things like wills, trusts, and beneficiaries for our retirement accounts, etc., but have you reviewed what happens to your Donor-Advised Fund after you’re gone?

Market Memo

March 2024 – By Bob Veres

By all accounts, the U.S. economy is humming along on all cylinders.  Inflation is down (but not out), unemployment is still low by historical standards and GDP growth is healthy.  Worker wages continue to rise.  What’s there to be concerned about?

Planning Article

April 2024 – Contributed by Vantage Financial

With inflation continuing to run higher than the Federal Reserve prefers, consumers can find some relief by considering their options with their existing credit cards or by opening a new credit card.  For those who would fall into the latter category, we have a few tips to review before getting a new credit card.