Resources

It’s been said that knowledge is power. Our goal is to equip you with empowering resources as we work together.

Abundance TV

May 2023 Market Update & Economic Outlook

In the May 2023 edition of the Market Update and Economic Outlook, Derek Varner, CFA, and Ryan Ohlson, MBA, unpack the recent phenomenon of the S&P 500 being propelled by just a handful of major players. Then, with an eye toward the future, they delve into the potential impact of the Fed’s recent actions on ... May 2023 Market Update & Economic Outlook

April 2023 Market Outlook & Economic Update

In the April 2023 edition of the Market Update and Economic Outlook, Martin Wildy, CFA, and Ryan Ohlson, MBA, break down the recent actions of the Fed as they address the economy, inflation, and the banking crisis. Martin summarizes what has transpired over the last month in the banking industry, including the collapse of SVB. ... April 2023 Market Outlook & Economic Update

March 2023 Market Update & Economic Outlook

In the March 2023 edition of the Market Update and Economic Outlook, Martin Wildy, CFA, and Ryan Ohlson, MBA, discuss whether the economy could avoid a recession as the Fed continues to increase its benchmark interest rate. They discuss the recent manufacturing and service purchasing managers index reports (PMI) and share their key takeaway from ... March 2023 Market Update & Economic Outlook

Market Intelligence

May 2023 Market Intelligence Report

A handful of large US technology companies have driven the market higher this year while the return for the average company is relatively flat. Growth of the US economy and corporate earnings appears to have flat-lined, and investors are now seeking to determine the future direction of both. We do not anticipate a significant US economic / earnings contraction, driven largely by the robust labor market, but stress in the US banking system and resulting tighter lending conditions seem almost certain to be a meaningful headwind for the rest of 2023. The debt ceiling may be an additional source of volatility, but history has shown a propensity for this risk to be resolved.

Library Selections

Captive Insurance Companies

Would you like to insure your own risk while keeping the profits that would go to a commercial insurance company?

Disability Insurance for Medical Residents

One constant piece of advice given to medical residents is “you must get disability insurance as a Resident” but nobody ever articulates WHY it is so important or HOW to make decisions on the myriad options and choices that go along with a policy.

Fiduciary Standards

A great deal of discussion has taken place around fiduciary duty and the various duties which investment professionals are required to uphold. As an investment advisor, Abundance owes its clients a duty of fiduciary care. Where a conflict of interest exists, we will work to minimize it, and will disclose when conflicts are present.