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 cold, but just right. This delicate balance is…
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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 to question whether the rally might be overextended…
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 the economy. This term generally describes a scenario…
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…
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…
Building wealth is a goal that requires time, effort, and discipline. Don’t get sucked in by get-rich-quick schemes and too-good-to-be-true opportunities that can send you down the wrong path. Although is seems like an overwhelming task, anyone can accomplish…
If you are a business partner, S corporation shareholder, or an investor in a limited partnership and certain ETFs, there’s a possibility you will receive a Schedule K-1 document. Read more to learn what a Schedule K-1 one is,…
American spending habits have taken a clear direction. Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits. A survey released in March 2021 by Pew Research shows that…
What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy…