February 1, 2023
We cannot give personal investment advice without knowing your personal risk tolerance, but this video may help in developing expectations about how a portfolio generates retirement income and builds enduring family wealth. Watch this weeks video
January 5, 2023
Major changes in financial planning for retirement went into effect January 1st that will dramatically affect Americans of all ages and income levels in 2023 and in the years ahead. The changes represent steps by the Government to alleviate the retirement funding crisis many Americans face from growing worse. Watch this week's video
December 6, 2022
Despite hiking interest rates six times since March by the nation’s central bankers in their effort to put an end to the vicious cycle of inflation, the U.S. economy in November created more new jobs than it averaged monthly for the last two decades. Watch this week's video
November 28, 2022
The U.S. right now is experiencing lackluster growth of just three-tenths of 1%; that’s according to the latest survey of leading economists. Meanwhile, an intricate mathematical model built by economists at the Federal Reserve Bank of Atlanta, indicates the economy is experiencing spectacular growth. Watch This week's video!
The alarm bells warning of a recession ring louder with each rate hike by the Federal Reserve. So far this year, there’s been plenty – five since March and still counting. Following the last three jumbo-sized 0.75 percentage point increases, the Fed’s benchmark short-term rate now stands in a range of 3 – 3.25 percent, which is well above the 2.5 percent peak reached during the last tightening cycle, spanning the pre-pandemic 10-year expansion. Read the latest Investment Chronicle
October 26, 2022
The Federal Reserve System, the nation’s central bank, has a dual mandate to pursue maximum employment and maintain price stability. These two priorities are currently treated equally, but that was not always the case. Watch this brief video update!
October 19, 2022
History will record the post-Covid period we’re living through right now as a painful time in U.S. financial history. Inflation is about as high as it’s been in 40 years, the Standard & Poor’s 500 stock index fell into a bear market on June 13, 2022, and the Federal Reserve has hiked interest rates five times in the last seven months. Watch the Video.
October 6, 2022
With stocks in a bear market and the economic outlook shaky, here are some lessons from the last bad bear market. The last bear market in stocks was the 33.9% plunge from February 5th to Match 23rd 2020. However, the Covid bear market and recession was caused by a 100-year economic storm, and it was cut short by an historic government emergency stimulus program; so it is not very instructive in understanding how the current bear market might end. Watch this brief video
September 29, 2022
The American economy was hit by a 100-year economic storm in February 2020, when the Covid 19 pandemic caused what economists term a “Sudden-Stop” of the economy, a shock that ignites a chain reaction of events. Watch the weekly video!
September 30, 2022
The good news is that the Federal Reserve’s preferred measure of inflation may be bottoming, but the bad news is the American consumer’s purchasing power declined by -4.8% ... #inflation #wealthmanagement #investing #economy
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September 23, 2022
September 13, 2022
Since the pandemic, so much has happened; so much has changed in work and in living every day. We’ve been hit by blistering inflation eroding purchasing power and interest rate hikes choking off credit - Watch this weeks video!
At the annual economic policy symposium hosted by the Federal Reserve Bank of Kansas City in Jackson Hole, Wyoming, Federal Reserve Chairman Jerome Powell said that the Fed would slow the economy to fight inflation and that it would cause “some pain” in the economy. Watch this brief economic update.
August 24, 2022
The extreme financial effects of the COVID-19 pandemic may seem unprecedented. Over the past two years, Americans witnessed a financial crisis in March 2020, the injection of nearly $10 trillion of monetary and fiscal stimulus, and an unanticipated burst of inflation that caught the Federal Reserve off guard.Watch this week's video
August 18, 2022
Investment regulators require financial advertisements to state that past performance is not indicative of future results. Ironically, however, investing successfully depends largely on learning lessons from the past. Check out this weeks brief video update
In real estate, they say that location is everything. In economics,timing is paramount. With prices rising at a pace not seen since the early 1980s, the Federal Reserve admittedly waited too long to start putting on the brakes, believing that the initial stage of the inflationary upsurge last year was transitory and would fade once pandemic-related supply disruptions cleared up. READ H&L's Investment Chronicle
August 9, 2022
As a rule of thumb, a recession is defined as two consecutive quarters of negative economic growth. With the release of Bureau of Economic Analysis data showing the economy shrank by nine-tenths of -1% in the second quarter, following ... WATCH THE VIDEO UPDATE
August 17, 2022
Technology creates a new revenue stream for advisors in delivering a personalized and customized portfolio management experience
CHATANOOGA, Tenn. (PRWEB) August 17, 2022 -- Future Capital, a FinTech company that connects financial advisors to their clients’ held-away retirement assets, announced today a partnership with New York–based Lantern Wealth Advisors. READ MORE
Second Quarter Economic Growth Forecast By Fed’s Robo-Economist Was More Accurate Than Leading Economists
August 3, 2022
When the Bureau of Economic Analysis announced on Thursday, July 28th that gross domestic product shrank by nine-tenths of 1% in the second quarter, the economy was teetering on recession, but stocks rose sharply – by 1.2% that day! and another 1.4% the following day! Continue to watch a brief video.
July 25, 2022
The growth potential of the United States economy in the long run looks rather gloomy against the backdrop of modern history. So how could the U.S. stock market still be the world’s best equity investment for the long run? Watch this week's video
July 17, 2022
If a family member or friend is disabled, suffers from a chronic illness, or is a minor child, they are entitled to special break under federal tax laws that can change their lives ... Watch this short video
July 15, 2022
Individuals with estates of about $6 million and up should be planning now for the estate tax hike coming in 2026. With real estate, stocks, and other capitalgain investments appreciating sharply in recent years, planning now for the peak in the estate and gift tax exemption in 2025 is especially important. View this short video
July 3, 2022
With the economy teetering on the edge of a recession, a lot’s riding on release of the Consumer Price Index on July 13th. The CPI is a measure of inflation and it had been expected to weaken last month but ...Watch This Week's Video
July 1, 2022
Bad news on the economy and stock market seem to be mounting, which may be a good sign. Here’s the bad and good news a long-term investor needs to know. Read this week's Investment Market Update
June 26, 2022
We’ll know if the U.S. is in a recession at 8:30 a.m. on July 28th, when gross domestic product for the second quarter is released. The economy shrunk by -1.5% in the first quarter of 2022 and, if second-quarter GDP shrinks for a second consecutive quarter, we’d officially meet the definition of a recession. Watch this quick, video update!