Posts by emily

Written By: Anna Carlson, Financial Advisor The growth of the U.S. economy beat expectations in the third quarter of 2022, with the GDP rate rising by an annualized rate of…

Written By: Alex Hammersley, Financial Advisor With Black Friday and the Christmas season among us, consumers might wonder how inflation has affected consumer discretionary items like toys, clothes, electronics, etc.…

Written By: Shawn Perkins, CFP®, AWMA® Last weekend, my wife and a few family members completed a half marathon here in Richmond (congratulations if you were one of the runners,…

Written By: Matt Jaskolka, Financial Advisor Welcome back. If you missed last week’s blog, I encourage you to take a peek here. Today, we will continue that conversation and explore…

Written By: Anna Carlson, Financial Advisor …You’re headed to the movie theater in a wood-panel station wagon as you listen to your new favorite song, ‘Jessie’s Girl’, play on the…

Written By: Dan Moylan, Chief Investment Officer (on July 12, 2022) The markets tried and failed to break through the upside resistance the first week of June.  Selling came into…

Written By: Dan Moylan, Chief Investment Officer (on June 2, 2022) The market stabilized in May, although volatility still made for some tough days.  Overall, the Nasdaq was off -2.05%…

Now is a great time for a “refresher” on bear markets. Scott explains what a bear market is, what the average bear market looks like, how much things typically drop,…

Scott discusses the current market volatility in relation to market corrections, crashes and bear markets. Give us a call at 844-CARLSON (844-227-5766), and set up a time to speak with…

Written By: Dan Moylan, Chief Investment Officer (on May 6, 2022) I hope you all celebrated Cinco de Mayo with some delicious food!  My favorite is a good beef enchilada.  …