By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
January 2024 opens to a market that nearly touched all-time highs in its final sessions of 2023. The promise of interest rate cuts has market participants pricing in the coveted soft landing....
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
As January arrives, it ushers in Financial Wellness Month, an auspicious occasion to not only review our health and fitness resolutions but also to reevaluate our financial ambitions for the year...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
As the holiday season draws to a close, the spirit of giving continues to resonate. At the top of my gift-giving list remains an invaluable asset: financial literacy. Recognizing the role of money in...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
While Black Friday and Cyber Monday may primarily evoke images of frenzied shoppers and discounted goods, savvy investors understand that these annual shopping bonanzas can be informative indicators...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
In the realm of personal finance, individuals have a range of tools to secure their financial future. Annuities, which are essentially contracts with insurance companies, are one tool gaining...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
In the constantly evolving tapestry of today's economy, predictions for growth and inflation are as diverse as they are uncertain. From the brightest forecasts to the bleakest outlooks, we delve into...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
If you've ever experienced the thrill of an amusement park rollercoaster, you'll understand the exhilaration of its twists, turns, and those stomach-churning moments. Similarly, our current financial...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
After a somewhat surprising first six months of the year, the third quarter of 2023 saw the market take a breather. A higher-for-longer narrative from the Fed began to take hold, bringing yields up...
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Markets began the second quarter with muted action, as investors weighed the potential for additional banking turmoil. Major indices were stuck in neutral until finding escape velocity in mid-May....
By Patrick E. Gauthier | CFP®, MSAPMChief Investment Officer
Bernard Baruch coined the term “wall of worry” to describe a period when the stock market is rising despite several negative factors. This can include things like political uncertainty, economic...
