
Economic & Market Insights: Reflecting on 2023 and Looking Forward to 2024
A Resilient Economy
At the beginning of last year, most economists…

What is the Value of Five Golden Rings?
In the beloved Christmas carol, “The 12 Days of Christmas,”…
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Perry Daniels
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Perry Daniels2023-12-11 13:53:152023-12-11 13:53:15Wisdom For Wealth. For Life.® Newsletter Fall 2023
The Risk of “Riskless” Investments
Since 2009, investors have had very little opportunity to earn…

The Israel and Hamas Conflict: How It Could Impact Oil Prices
On October 7, 2023, Hamas initiated a surprise attack on Israel,…
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Perry Daniels
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Perry Daniels2023-10-10 15:21:252023-10-11 10:48:34Economic Review & Outlook Fourth Quarter 2023
U.S. vs. Emerging Markets: Comparing Performance Since the Global Financial Crisis
For more than a decade, U.S. stocks have essentially been the…

Why Has the Number of Public Companies Declined?
The recent near-highs of the stock market are masking a trend…

Strategic Generosity Using Stock Shares
Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin,…

An Alternative Investment
Written by Russ Crosson, EVP and Chief Mission Officer
As we…

The State of U.S. Commercial Real Estate: Risks and Opportunities
Bank failures have put stress on the markets this year, but another…
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BrittanyA
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BrittanyA2023-05-31 08:55:422023-05-31 08:55:42Wisdom For Wealth. For Life.® Newsletter Spring 2023
Is the U.S. Dollar’s Status in Jeopardy?
Questioning if the U.S. dollar’s future as the world’s reserve…

“Wisdom for Wealth. For Life.” Episode 22: The Banking Crisis, Inflation, and the Fed – What You Need to Know
In this…

“Wisdom for Wealth. For Life.” Episode 21: How Can I Impact Current Trends in Corporate America?
Building…

Is My Cash Safe?
People should be more concerned with the return of their principal…

Silicon Valley Bank Collapse
Silicon Valley Bank (SVB), the 16th largest U.S. bank by assets,…

Supercore Inflation: The New Focus of the Federal Reserve
The Federal Reserve (Fed) has been raising interest rates for…

The U.S. Has Reached Its Debt Limit. Now What?
On January 19 the U.S. reached its $31.4 trillion borrowing limit.…