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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Capital gains occur when you sell an investment for more than you paid for it. These gains are classified as either short-term (from assets held one year or less) or long-term…