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Market Insights: Calling a Recession

Market Insights: Calling a Recession

Market Insights: Calling a Recession Dylan Potter, CFP®, Vice President, Wealth Manager When GDP growth slows and extreme volatility plagues the market, we are often confronted with a familiar question…are we headed for a recession or are we already in one? The usual...
Helpful Tips from H&R: Should You Buy Now, Pay Later?

Helpful Tips from H&R: Should You Buy Now, Pay Later?

Helpful Tips from H&R Brett Boyer, CFA, Equity Analyst What is BNPL? BNPL stands for Buy Now Pay Later.  In a BNPL transaction, the consumer pays for the transaction amount in smaller increments over time until the total transaction amount is reached.  Over the...
Market Insights: Calling a Recession

Market Insights: Turn the Volume Down

Market Insight: Turn the Volume Down Dylan Potter, CFP®, Vice President, Wealth Manager In 2009, Jon Stewart interviewed Jim Cramer, the famous CNBC financial news commentator (first portion of the interview is here). When Stewart pressed him on his contradictory...
Investing 101: What is a SPAC?

Investing 101: What is a SPAC?

Investing 101: What is a SPAC? Brett Boyer, CFA, Equity Analyst  SPACs have been around for decades, but only gained prominence recently in terms of IPO (initial public offering) deal market share, financial media news coverage, and institutional and retail...