Written by: Trek Investment Committee From looming government shutdowns to resilient economic indicators, we explore the volatile terrain investors should watch as we approach year-end. As we continue to navigate 2023, we face a set of compelling developments. One…
The 3-minute quarterly updated and insights for quarter 2 of 2023. After a strong start to the year, stocks shrugged off bank woes, debt ceiling gridlock, and recession jitters to turn out a powerful Q2 performance. Is the bear…
Written by: Trek Investment Committee Recessions. Are we going to see one? Inflation and interest rates have been the long running story for quite a while now, showing historically high inflation cast a pall over the economy…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Despite being short, last week was full of market activity. Fed Chair Powell reiterated that more rate hikes were coming owing to a robust labor market. He added 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…