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Collecting Shoe Donations | New Highs, Big Questions
MARKET UPDATE So much for the lazy days of summer. With two quiet weeks on the economic data front, markets have quietly (but confidently) moved to new highs with a backdrop of stable and improving economic conditions and a strong start to Q2 earnings season, as shown...
The Mule, the Dial, and the Machines – Christian’s Q3 Market Commentary
Executive Summary GDP rebounded in Q2 with a +2.6% annualized growth rate, following a shallow Q1 contraction. Much of the strength came from inventory restocking ahead of tariffs. Core PCE inflation remains sticky at 2.7%, while the labor market continues to soften....
What You Need to Know: Understanding the “One Big Beautiful Bill” (OBBB)
We are always keeping our eye on rules and regulations that could impact you and your family. The latest, President Trump’s “One Big Beautiful Bill,” which was signed into law on July 4, represents a significant shift in U.S. fiscal policy. Understanding its...
Join Us in Welcoming Zach Dudley to Our Team
We’re excited to share that Zach Dudley has joined Nold Bryant as a Paraplanner. Zach will be assisting with planning updates and day-to-day support. With his background in education and service, we’re confident Zach will bring immediate value to all of you and thrive...
Are your estate documents in order?
Most people understand they need an estate plan, yet only 53% of survey respondents have one.1 If we know how necessary estate planning is, then why have we procrastinated for so long? We’ve heard it all over the years… “I don’t have kids, why do I need an estate...
Consumer Confidence & Tariffs: What’s Next?
In his 1734 poem “An Essay on Man”, Alexander Pope coined the phrase "Hope springs eternal in the human breast," which, over the centuries, has been whittled down to the now popular idiom "Hope springs eternal." The phrase suggests that optimism and the belief in a...
For those of you who joined us live, thank you so much for attending Beyond the Headlines: Understanding Today’s Economic Landscape on May 13. We appreciate your time and hope you found the content valuable. If you missed the session or want to revisit any of the key...
An Orwellian View of Markets – Christian’s Q2 Market Commentary
Executive Summary Economic data has worsened due to a decline in both the labor market and housing market, while forecasts for GDP and corporate earnings are being dramatically reduced. Regarding tariffs, we expect deals and tariff rates to decrease; however, we...
Christian’s 10 Predictions for 2025
The beginning of a new year is a great opportunity to set resolutions. After reviewing over 30 market commentaries in the past few weeks and analyzing how long readers spend on my previous pieces, one of my resolutions for 2025 is to write more engaging market...
Will the real yield curve please stand up?
Will the real yield curve please stand up? On the game show “To Tell the Truth”, we could find out in a 30-minute episode which of three contestants was being honest. Unfortunately, when it comes to the economy, things don’t tend to come together that quickly. While...
Economic Resilience: What’s Driving the Market
What year did Coca-Cola launch its famous Santa Claus ad campaign? 1921 1931 1941 1951 See the answer below! The pause that refreshes In 1929, Coca-Cola launched this famous slogan as part of a radio marketing campaign in the midst of the Great Depression. Given the...
Politics, Geopolitics, and the Fed… Oh My!
Despite some volatility in the middle, this was another great quarter for both stocks and bonds! For the first time in a long time, the US Aggregate Index outperformed the S&P 500, returning 5.81% vs 5.25% for the S&P. A lot happened over the last three months...
Maximize Your Tax Refund in 2024
With a Little Tax-Loss Harvesting and the Right Know-How, You Can Maximize Your Tax Refund in 2024. The isolated location. The mysterious stranger. That frightening, daunting, and suspenseful feeling. In October, taxes can feel a lot like a movie, but instead of the...
A Tale of Two Economies: Slumber and Surge
The Charles Dickens novel A Tale of Two Cities was set in which historical period: A. Spanish Inquisition B. French Revolution C. American Revolution D. Peloponnesian War E. Roman Empire See the answer below! “It was the best of times. It was the worst...
This is 50: What the Interest Rate Move Means
When was the last time the Fed cut interest rates? A. 1994 B. 2008 C. 2016 D. 2020 See the answer below! Last week, the Federal Reserve cut interest rates by 50-basis points. But why, what does it mean for you, and… what’s next? Read on to find out. Why? The...
Is 13 Lucky or Unlucky for the Markets?
We all know Jason was the screen villain who wore a hockey mask and scared all the campers in the Friday the 13th saga. But what was his last name? A. Kreuger B. Voorhees C. Statham D. Momoa See the answer below! While the history of "13" and its unlucky...
Your Financial Toolkit: The Power of Life Insurance
Imagine your financial portfolio as a toolbox. Inside, you have a variety of tools, each designed to serve a specific purpose. You might have a hammer for construction, a screwdriver for repairs, and a wrench for tightening bolts. And to top it all off, you have your...
Love’s Labor’s Lost… But Not on the Market
When was the first Labor Day? A. 1776 B. 1862 C. 1882 D. 1982 See the answer below! The first Labor Day was celebrated in New York City to honor the contributions of laborers across the five boroughs. It was a day to reflect and honor the men and women who...
Understanding the 10-Year Rule When Inheriting a Retirement Account
In July, the IRS finalized the rules surrounding required minimum distributions (RMDs) for inherited IRAs. This is important for anyone who has (or who might in the future) inherit a retirement account, as it clarifies how and when you need to withdraw funds. Over the...
CPI: A Secret Weapon for You?
GDP. CPI. PCE. PPI. S&P. Hidden in the alphabet soup of economic acronyms is an indicator that can help you gauge inflation: The Consumer Price Index, or CPI. Think of CPI like a shopping cart filled with everyday items – from groceries to gas, rent to haircuts....
We are excited to share that our registered investment advisor (RIA), Integrated Partners, has been listed in Barron's list of Top 100 RIA Firms for 2024.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Data provided by SHOOK® Research, LLC. Data as of 3/31/25. Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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