Michael R. Ward

02/11/2025

Chief Investment Officer Brent Schutte discusses signs of more balanced economic growth and why inflation is still a concern.

Last week brought more signs the economy is regaining some balance. But will inflation be a headwind?

02/09/2025

Happy national pizza day. Reach out and we can talk about all things dough related. Both pizza and money. Probably mostly money.

02/05/2025

If your love language is someone delicately pointing out your financial blind spots and how to overcome them, then we should talk.

02/04/2025

Chief Investment Officer Brent Schutte discusses the risk of portfolio concentration in an economy filled with surprises.

How your portfolio fared when the DeepSeek news broke last week may say a lot about how you view the value of diversification.

01/29/2025

If you want your 2025 to be filled with results and not regrets, reach out today and we’ll figure out a personalized plan that works for you.

*NM Consumer Sentiment Survey Q4 2024

01/28/2025

Chief Investment Officer Brent Schutte discusses what the latest data suggests about the breadth of economic growth and what it may mean for inflation and the Fed.

Stocks rose on expectations of business-friendly policies as data offered a glimmer of hope for a more balanced economy.

01/22/2025

I don’t want to ask you questions that make you roll your eyes. Reach out if you’re open to uncovering your financial blind spots using smart, well-rounded, better questions.

01/22/2025

Chief Investment Officer Brent Schutte discusses why speculation on the pace of rate cuts by the Fed is likely to continue to play an outsized role in market performance in the months ahead.

What should be made of the market’s reaction to better-than-expected inflation data?

01/15/2025

This is a concept I can get behind. If you’re looking to talk through all the small steps to feeling better about your finances, I’m only a DM away.

01/14/2025

Chief Investment Officer Brent Schutte discusses how a distorted economy has led to narrow strength in the markets and why investors shouldn’t underestimate the importance of diversification.

Distortions in the economy are driving unbalanced returns in the market. But can it continue?

01/10/2025

Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors.

 Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors. 

01/08/2025

File these habits under "Thanks, but no thanks, 2025." Want to build better strategies together? Let’s do it.