Resources

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

Abundance TV

July 2022 Economic Outlook & Positioning

Martin Wildy, CFA and Ryan Ohlson, MBA discuss the economic outlook and positioning for July 2022. Along with notable changes since last month’s report they discuss recession indicators, consumer sentiment, the recent crypto fallout, inflation, Venture Capital, the strength of the U.S. Dollar, and what we’re hoping to see from various industry reports.

June 2022 Economic Outlook & Positioning

Martin Wildy, CFA and Julia Kocher discuss the economic outlook and positioning for June 2022.

May 2022 Economic Outlook & Positioning

Martin Wildy, CFA and Julia Kocher discuss the economic outlook and positioning for May 2022.

April 2022 Economic Outlook & Positioning

Martin Wildy, CFA and Julia Kocher discuss the economic outlook and positioning for April 2022.

Market Intelligence

Mid-Year Market and Economic Update

US stocks, as measured by the S&P 500 index, reached an all-time high in late December of 2021. From there, a confluence of risks and realities has sent stocks into a slide that may be referred to as a “bear market” (a 20% or greater correction). What has been uniquely painful in 2022 has been the simultaneous decline in bonds, which lost more than 10% during the first half of 2022.1 Higher quality bonds typically offer some respite to a balanced portfolio during periods of equity market stress, but the catalysts for the decline in 2022 challenged this historical relationship. As a result, a typical “60/40” portfolio of 60% S&P 500 and 40% Barclays Aggregate Bond Index declined more than 16% in the first half of 2022.

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.

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. 

Firm Resources

2022 AWC Client Disclosures Package – February

Abundance provides private wealth management services in a family office setting to its clients on an ongoing basis.

2022 AWC Form CRS- UL February

Client Relationship Summary, containing important information about your Wealth Counselors