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Investments & Economy The Week Ahead Grow

The Week Ahead – A Big Week for Economic Data

By | 1/28/19 8:14 AM Brett Dulyea, CFA, CAIA
| 1/28/19 8:14 AM

Welcome to “The Week Ahead” where we take a moment to provide our thoughts on what we can expect in markets and the economy during the upcoming week.

This week is an absolutely pivotal week on the economic data front! On Tuesday, we get the Case-Shiller home price statistics. The housing market has shown nascent signs of slowing down, so we are eager to see if these latest Case-Shiller data show if slowing sales has translated into falling..

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Investments & Economy Investment Commentary Grow

Winter Is Here

As if caught in a sudden snowstorm, investors were surprised by the near bear market in 2018 – an unusual occurrence without a recession. Not only were stocks down sharply, but nearly every asset class declined during the year as well, making it a challenging year, even for diversified investors. Winter unexpectedly arrived early. Investors remain uncertain about what’s in store for 2019. Will a nascent recovery in the first few weeks of the..

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Wealth & Lifestyle Wealth Planning Grow

What Is Wealth Planning?

Planning to invest, or investing your plan?

Many people use the terms wealth management and investment management interchangeably. This undoubtedly creates confusion and leads to uncertainty as to what your financial “advisor” does for you. Do they manage wealth or do they manage investments? Do they plan how you invest or do they invest to your plan? Both are important, right? Many will say that investments are where the action is –..

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