Blog

Read our latest thoughts on Estate Planning, Trust Services and Asset Management.

S&P 500 7/25/2023

Would You Expect These Results? The Surprising Performance of the S&P 500 Following the Federal Funds Rate's Peak

We wanted to explore the relationship between the performance of the S&P 500 index and the Federal Funds Rate by examining historical data over the...

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Market Opinion 3/25/2020

When Fixed Income Broke?

A balanced portfolio comprised of stocks and fixed income (bonds) has been historically designed to diversify the risk of stocks.

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