CWS

News surrounding Silicon Valley Bank shook markets last week. What does it mean and what happens next?

“Investing, as in life, it is important to learn from the past, appreciate the present and plan for the future. This is particularly true at turning points.”

Could this affect your retirement? Here’s a great breakdown on the likely coming if the bill passes the Senate.

Communicating your estate plan and ensuring your family understands your long term wishes is important. Doing so may even increase the likelihood that your estate planning is executed according to your wishes. While it can feel uncomfortable to have such discussions, relying on a team of trusted advisors can help.

Goodbye and good riddance to the third quarter of 2022! Joe Calhoun of Alhambra Investments wrote a great article on October 3rd reviewing the past year and giving a little perspective on what may be the bright side of this bear market.

First Trust put out a great article recently that breaks down the market in the good and the bad years spanning back to the earlier 1900’s. Investors like to avoid stock market declines at all costs, but declines are an inevitable part of investing. A little background can help put stock market declines into perspective.

Energy Income Partners (EIP) and Arbo joined up to give context to the Energy Provisions in the Inflation Reduction Act (IRA) of 2022, signed by President Biden on August 16th.
It’s the new provisions, however, that should be of interest to investors in energy in general, utilities and pipelines in particular.

How many times have you heard that the US dollar will collapse because of Fed and fiscal policy? According to the pessimists, this will bring the loss of reserve currency
status, and possibly the rise of China. Replace China with Russia, and it sounds like the 1970s. However, Brian S. Wesbury of First Trust explains, further in this article how the dollar is not weakening, as it did in the 1970s, the dollar is surging.

There is great uncertainty in today’s very unusual environment, as to if an actual recession will be trigger. More importantly, even if the economy does end up in recession, investors need to consider how severe and long-lasting that recession might be.