The holiday season is often described as “the most wonderful time of the year,” yet for many, it might also bring significant financial stress. Between gift shopping, hosting gatherings, and traveling…
-
-
In today’s world, where everything from shopping to banking is done online, keeping your financial identity safe is a big deal. One of the best ways to protect yourself from identity…
-
Written by: Trek Investment Committee On September 18, 2024, the Federal Reserve made a bold move by announcing a 50-basis-point rate cut, the first reduction since March 2020. This larger-than-expected adjustment…
-
A legacy is often thought of as something financial—a nest egg or an inheritance passed on to future generations. While financial assets are one part of a legacy, they don’t encompass…
-
Advisor Insights Market Commentary Market NewsFed Policy and Inflation Cooling – What’s the Impact?
Written by: Trek Investment Committee The financial markets have recently been navigating a range of economic developments, with the Federal Reserve’s actions playing a significant role. In the context of geopolitical…
-
Understanding your credit report can help you manage your financial health. It can seem daunting at first, but with a little guidance, you’ll be able to understand what you’re looking at…
-
Written by: Trek Investment Committee As 2024 progresses, the U.S. stock market continues to navigate through a complex economic landscape. Strengthened by robust corporate performances and evolving economic indicators, the market…
-
Written by: Trek Investment Committee Welcome to summer 2024! This is a time when we celebrate graduations and educational achievements. It’s a season of BBQs, summer holidays, and a period to…
-
Written by: Trek Investment Committee The economic landscape of 2024 is increasingly reflecting stagflation trends, with key indicators mirroring the complex scenario once prevalent in the 1970s and 1980s. This condition…
-
Written by: Trek Investment Committee As we move further into 2024, the economic landscape is beginning to resemble what economists describe as a Goldilocks economy – not too hot, not too…