Resources

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

Abundance TV

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

February 2023 Market Update & Economic Outlook

In the February 2023 edition of the Market Update and Economic Outlook, Derek Varner, CFA, and Ryan Ohlson, MBA, outline interest rates, recession indicators, inflation, and the Fed’s decision to increase rates. Then, they explore how previous rate increases are affecting the market today. Next, they discuss whether the Fed will cut rates by this ... February 2023 Market Update & Economic Outlook

January 2023 Market Update & Economic Outlook

Happy New Year! In the first Market Update and Economic Outlook discussion of the year, Martin Wildy, CFA, and Ryan Ohlson, MBA, explain the relationship between the economy and the markets. With 2022 in the rearview mirror, Martin expounds on the key data points from last year. They also cover several big-picture topics such as ... January 2023 Market Update & Economic Outlook

Market Intelligence

March 2023 Market Intelligence Report

In February, markets gave back some of their January gains as consensus expectations for interest rates moved higher. In other words, the US Federal Reserve may have more work to do than previously thought in order to tame inflation. This is generally bad news for borrowers (higher interest cost) and good news for savers (more interest received). We do not expect a nasty recession and the data continues to support that. This month, we highlight services and manufacturing purchasing managers index (PMI) reports, which showed services in continued expansionary territory and manufacturing attempting to bottom. So far, the great Paul Samuelson quip lives on: “The stock market has predicted nine of the last five recessions.”

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.