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So What’s Your Plan for the Bear Market?

A lot of people are stressed out about a lot of things right now. Markets are down. Prices are up for many of the things you need to buy.

Stocks Are Fairly Valued

Wesbury 101 – Economic Video Commentary A video series providing perspectives on important economic issues.

Volatility in Context

Click here to download a PDF of this report.

Tax season is over! But our work is never done.

Most of you have filed your 2021 tax returns and said “goodbye and good riddance” to tax season. You probably won’t be thinking about taxes again until next year.

10 Key Facts About Social Security Benefits

Why Advisory Could Be the Right Decision

There are a couple of different ways to work with a financial advisor. Two of the major ones are a commission-based approach and an advisory, or fee-based approach. Learn why an advisory approach could be a good option.There are a couple of different ways to work with a financial advisor. Two of the major ones are a commission-based approach and an advisory, or fee-based approach. Learn why an advisory approach could be a good option. #1-785901

Inflation Games

Inflation is a political lightning rod. As a result, there is a good deal of misconception around it.Inflation is a political lightning rod. As a result, there is a good deal of misconception around it. The Consumer Price Index (CPI) is up 7.9% from a year ago and will likely peak in the 8.5 – 9.0% range sometime in the next couple of months, the highest since 1981....

Will Russian Sanctions Lead China to Sell US Debt?

Russia’s invasion of Ukraine led western nations to impose the most draconian economic sanctions in the modern era.Russia’s invasion of Ukraine led western nations to impose the most draconian economic sanctions in the modern era. The Russian stock and bond markets have collapsed, along with Russia’s currency, the ruble. Many investors fear that China, which has always wanted...

Do you Recognize the Underlying Risks in your Financial Plan?

Today, many people think of their Investment Portfolio as their Financial Plan, but nothing can be farther from the truth. Your Financial Plan is so much more than your investments….Today, many people think of their Investment Portfolio as their Financial Plan, but nothing can be farther from the truth. Your Financial Plan is so much more than your investments, and if you do not consider the Big Picture, you could be setting yourself up for crisis...

War Times & The Stock Market

Wars and conflicts have been a constant throughout history, however recent events might cause us to look at how the stock market has performed during past times of war.Wars and conflicts have been a constant throughout history, however recent events might cause us to look at how the stock market has performed during past times of war. The chart below shows the S&P 500 Index level since 1927 and several of the major wars and conflicts...