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…
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…
As tax season approaches, it’s time to settle accounts with Uncle Sam. However, this period also brings out individuals who exploit this obligation by perpetrating scams on unsuspecting taxpayers. In today’s…
Written by: Trek Investment Committee The equity markets have experienced a notable rally since October 2023, with the S&P 500 index rising approximately 25 percent.1 This surge has led some investors…
Written by: Trek Investment Committee Fed notes, economic snapshot, and labor reports that surprise In recent discussions, there has been increased references to the possibility of achieving a “soft landing” in…