wealth management

Why Interest Rates Could Remain High Heading Into 2024 150 150 PYGG

Why Interest Rates Could Remain High Heading Into 2024

The current economic environment is drawing comparisons to the 1970s. In the early 1970s, oil prices surged following OPEC’s oil embargo, and U.S. fiscal deficits expanded as government spending increased. Today, oil prices are elevated due to supply concerns, and…

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Exploring Retail Sales Data – A Key Indicator of U.S. Consumer Health 150 150 PYGG

Exploring Retail Sales Data – A Key Indicator of U.S. Consumer Health

The U.S. consumer plays an important role in the economy, accounting for almost two-thirds of U.S. GDP. For this reason, investors and economists pay close attention to the consumer’s financial health and activity. One consumer metric that investors track is…

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Navigating the Changing Landscape of Income Generation: Bonds vs. Stocks 150 150 PYGG

Navigating the Changing Landscape of Income Generation: Bonds vs. Stocks

Investors can earn income in one of two primary ways – dividends paid on stocks or interest paid on bonds. While both generate income, stocks and bonds have remarkably different risk profiles. Stocks tend to be more volatile than bonds…

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Comparing the Cost of Renting vs Buying in Today’s Market 150 150 PYGG

Comparing the Cost of Renting vs Buying in Today’s Market

Rent vs buy – it’s a big question with big financial implications. Do you make a down payment, take out a mortgage, and build equity? Or do you rent, give yourself more financial flexibility, but miss out on the opportunity…

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Q1 2023 Earnings Season Recap & Management Commentary 540 147 PYGG

Q1 2023 Earnings Season Recap & Management Commentary

More than 90% of S&P 500 companies have reported Q1 2023 earnings, with results exceeding expectations. Figure 1 shows 78% of S&P 500 companies reported Q1 earnings that surpassed their estimates, up from 68% in Q4 2022 and above the…

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Alternative Data – Fewer Shipping Containers Arriving at U.S. Ports 150 150 PYGG

Alternative Data – Fewer Shipping Containers Arriving at U.S. Ports

This month’s chart explores an alternative dataset, the number of shipping containers coming into U.S. ports. Alternative datasets like this are often used by institutional investors, such as hedge funds, to identify patterns and trends that may not be visible…

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A Simple Explanation of Recent Bank Failures 150 150 PYGG

A Simple Explanation of Recent Bank Failures

The banking industry is experiencing a crisis of confidence as checking deposits are withdrawn after businesses and individuals flooded banks with new deposits during the pandemic. Figure 1 shows deposits at commercial banks rose from $13.2 trillion at the end…

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Strong Consumer Spending Boosts U.S. Economic Growth 150 150 PYGG

Strong Consumer Spending Boosts U.S. Economic Growth

The U.S. consumer powered strong economic growth during the past two years, supported by wage growth, multiple rounds of fiscal stimulus checks, and access to cheap credit. It was initially spending on goods that lifted the U.S. economy out of…

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Are non-US stocks finally ready to shine? 150 150 PYGG

Are non-US stocks finally ready to shine?

Over the past decade, U.S. investors benefitted significantly by investing at home rather than abroad, as U.S. stocks significantly outperformedtheir international counterparts. As illustrated in Figure 1, an initial investment of $1,000 in the S&P 500 at the end of…

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Home Prices Decline as Rising Mortgage Rates Pressure Demand 150 150 PYGG

Home Prices Decline as Rising Mortgage Rates Pressure Demand

The U.S. housing market is experiencing a significant slowdown after two years of rapid growth. The chart below shows U.S. home prices declined -3.3% during the three months from June through September this year, the biggest 3-month decline since the…

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