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…
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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…
Every few months, you may hear the phrase “we’re entering earnings season” as you read financial news. But what exactly is “earnings season” and why is it important to Wall Street? Earnings season is the period of time when…
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…
Look beyond this moment and stay focused on your long-term objectives. Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the…