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May 04

1Q earnings update

We are entering the busiest days of 1Q reporting season for companies in the S&P 500 index. While only 212 companies have reported results over the last couple of weeks, another 228 will report before the end of next week, reaching a total of 88% of the S&P 500 index’s... read more →
May 03

#49: Heather Rhoades | Estate Planning

Heather Rhoades is Chairman of Cummings & Lockwood's Private Clients Group and is Partner in Charge of the West Hartford office.  She practices in the areas of estate planning, estate settlement, trust administration and charitable planning. I really love kind of the collaborative approach in general...I find that really the... read more →
Apr 26

The bulk of the yield curve is not inverted

At the beginning of April, the 10-2 year yield curve briefly inverted, creating widespread hysteria in the financial media. However, despite what you may have been hearing or reading, an inversion of the 10-2-year yield curve does not necessarily mean that a recession is imminent. Historically, a 10-2-year yield curve... read more →
Apr 20
Apr 12

It’s that time of the quarter again

Earnings reporting season for Q1 2022 is about to kick off. As usual, the first week will be dominated by financial heavyweights such as J.P. Morgan, Bank of America, Wells Fargo, and the likes, which will give us a first taste of how corporate America fared during this tumultuous quarter.... read more →
Apr 07
Apr 05

Pictures worth a thousand words…healing

The NDR Crowd Sentiment poll below measures market based and survey-based sentiment indicators to gauge if investors are optimistic or pessimistic. As mentioned, a few times over the last month investor sentiment was very pessimistic which is usually a great indicator of strong future returns. Especially if investors are pessimistic... read more →
Apr 05

#48: Bill Loehning | Lessons Learned From Wirehouses

In this episode we are joined by Bill Loehning of Thornburg Investment Management who shares his experiences working with both wirehouses and independent advisors and things he has learned that may be helpful to registered investment advisors. William (Bill) Loehning is head of institutional advisor channel, focusing on registered investment... read more →
Apr 01

#47: Jeff Levine | CPAs and Financial Planning

For nearly 40 years, Jeff Levine has been more than an accountant to his clients.  Jeff and his partner built a robust firm that provides much more than just tax return preparation.  In this episode, you will learn how Jeff became a 'financial therapist" and how this unique approach of... read more →
Mar 31