In this month's Financial Pulse, Drew and Mike cover the Fed's September rate increase and what's happening to Medicare Advantage plans this fall. They also tell the story behind our name change to Consulate Wealth. • Stocks held mostly flat…
In this month's Financial Pulse, Drew and Mike discuss: Stocks started climbing again after weeks of going sideways, and tariff headlines have not moved sentiment The 30-year Treasury yield reached its highest level since 2007. What rising rates do to…
In this month's Financial Pulse, Drew and Mike discuss: What the market's summer holding pattern says about the rest of the year Where AI fits alongside the telephone and the internet Rising rates, bond prices, and the second risk most…
In this month's Financial Pulse, Drew and Mike discuss: Where large-cap valuations stand heading into summer What's happening in the bond market and why oil prices matter The latest inflation reading and what to expect next The Fed's first session…
In this month's Financial Pulse, Drew and Mike discuss: May closed strong, and the bull market rolls on. But does that mean anything for what comes next? Inflation ticked up in April. What's behind it, and what does the new…
In this month's Financial Pulse, Drew and Mike discuss: April closing strong, with energy and technology leading the way. The Fed rate outlook has shifted dramatically-no cuts now expected until late 2027 May 29th is 529 Day: college savings and…
In this month's Financial Pulse, Drew and Mike discuss: Why current markets are looking past the headlines to price in what is next Why corrections can be a good time to deploy extra cash A quick look at why the…
In this month's Financial Pulse, Drew and Mike discuss: Why tech stocks and AI are top of mind right now. Why international and small-cap investments still matter. What is really going on behind the headlines. How to organize old accounts,…
In this month's Financial Pulse, Drew and Mike discuss: Why international markets have been leading recently and what a softer U.S. dollar can mean for both competitiveness and import costs. A quick reality check on the dollar’s move in context…
In this month's Financial Pulse, Drew and Mike discuss: Year-end market strength: and why “next year predictions” are just that: predictions Post-rally check-in: reassess risk tolerance and when you’ll actually need to use these dollars New Year money resolutions: define…