Susan Jung |

The debt ceiling and the possibility of a recession are currently hot topics in the news. Listen to our views on both these topics in the video link provided

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Susan Jung |

If you’re wondering why the markets have been rallying lately, it is likely because market participants are beginning to believe that it is possible we will

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Susan Jung |

Happy New Year!
 
I’m glad to see 2022 behind us; it was a very difficult year and I think you would agree. I’m hopeful that 2023 will be a

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Susan Jung |

As you may be aware, one of the most urgently requested items by homeless shelters are socks for those that are simply looking to stay warm during the cold

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Susan Jung |

This was a difficult year in the markets and the economy; we expect this to continue in the new year as well. We are keeping that in mind as we invest

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Susan Jung |

The markets are being driven by expectations, both positive and negative, as to what the Federal Reserve will do at its next meeting. Market psychology matters

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Susan Jung |

Yield Curve

I wanted to talk this week about what a yield curve inversion is and why it is important. I thought it might be helpful to provide information

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Susan Jung |

Cryptocurrency is in the news. Recently, a large crypto exchange failed causing considerable concern in the investment community about the safety of investing

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Susan Jung |

There are many economic and market headlines to sort through. In this week’s update, I answer these five questions:

  • Why is the equity market rising when
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Susan Jung |

I had an interesting conversation with a friend of mine recently and our conversation focused on how words matter and how perspectives can be impacted by belief

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Susan Jung |

I am providing this information again as a reminder in case you haven’t had a chance to put these items together. You are welcome to talk directly with any of

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Susan Jung |

When investing in portfolios, we tend to divide the type of equities we invest keeping in mind two philosophies; core and slice. I thought it might be helpful

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