September 2023: Special Interests: Student Debt
In the Special Interest section of this month’s Market Update and Economic Outlook discussion, Martin Wildy, CFA, and Ryan Ohlson, MBA, analyze how student loan debt forgiveness and repayment may affect the economy.
September 2023: Conversation Starters: Is the Market Expensive?
In the Conversation Starters section of this month’s Market Update and Economic Outlook discussion, Martin Wildy, CFA, and Ryan Ohlson, MBA, discuss whether the market is expensive while detailing some intriguing sectors.
September 2023 Market Overview
In the Market Overview section of this month’s Market Update and Economic Outlook discussion, Martin Wildy, CFA, and Ryan Ohlson, MBA, consider whether we are headed for a recession in 2024. Martin examines what the market expects based on the Fed interest rate hikes.
Market Performance: Strong gains so far this year in large technology companies, with NASDAQ 100 Index up over 40% year-to-date, but mixed performance in other categories like dividend-paying and small US companies as well as emerging markets.1 • Inflation data for August showed a 3.7% increase in household good prices year-over-year, higher than market expectations.2 Inflation remains above desired levels. Housing and gasoline prices are key drivers of higher prices. • The potential for an economic downturn remains present due to factors like higher interest rates, rising consumer debt, and other financial strains on households like rising energy prices and slowing employment growth.
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.
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.
Lost Loved Ones: Your Roadmap
After the loss of a loved one, balancing emotional stress and well-being with important decision making can seem overwhelming. We are here to help guide you through this transitional process.
Private Real Estate Investment
Do you know how to invest in real estate individually or participate in real estate investment opportunities?
Retirement Plans for Small Business
Have you caught yourself asking “what can I do to lower the amount of money that I hand over to the government each year?” There are a number of planning opportunities that exist, but none of which are as attractive as having lower tax rates.