Written by: Trek Investment Committee Happy New Year, and welcome to 2024! As we shift our focus towards the economic and investment landscape for the coming year, let’s take a moment to revisit some of the major topics that…
Browsing Category
Advisor Insights
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial 2022 may seem like a long time ago, considering it was nearly six months ago. It was a challenging year for investment portfolios focused on just stocks and bond…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Last week was certainly busy in the markets, with two themes playing key roles in the potential direction of markets this year. The first being the Fed. The Fed…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial As we head into the end of 2022, most investors can probably agree that it has been a very difficult year in the market. And as we look forward…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial The reality of market declines is unpleasant, but taking control by staying focused and remaining calm is truly important. By looking at the realities of bear markets, we can…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial We are still dealing with the COVID-19 pandemic, social unrest, and a major election year. While markets enjoyed a nice recovery in April and May, June has been a…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Bond yield curve inversion has a center stage on Wall Street these days. It demands attention and headlines, but why? What exactly is an inverted yield curve? An inversion…
Written by: Clinton Brown CFP®, ChFC, CLU, CASL®, CAP® Consolidating Information With numerous assets that can produce income, it can be challenging to manage all of the sources. With an income plan, you will be able to organize all of…