Wednesday Reading List

ICYMI: 2023 Asset Allocation Ideas – Asset allocation drives your investment return, but how do you build an investment strategy to get the right risk-adjusted return and what 2023 asset allocation ideas are best?

Financial Resolution Success

Our team shares tips on how to maintain your commitment to your finances in 2023 and a 40 point checklist to get you started.

Jamie Dimon Is Changing His Tune About an Economic Hurricane. He’s Not Alone.

The recession hawks who inspired fear last year are calming down.

    What Can We Learn from Barnes & Noble’s Surprising Turnaround?

    Digital platforms are struggling, meanwhile a 136-year-old book retailer is growing again. But why?

    The year EVs outgrew Tesla

    The transition to electric vehicles hit several milestones in 2022. 

    Mortgage interest rates expected to drop in 2023—here’s by how much

    The interest rate for a 30-year fixed-rate mortgage in the U.S. is expected to drop to 5.25% by the end of this year.

    Phishing attacks are increasing and getting more sophisticated. Here’s how to avoid them

    More up-to-date tips to protect yourself.

    Riddle solved: Why was Roman concrete so durable

    An unexpected ancient manufacturing strategy may hold the key to designing concrete that lasts for millennia.

    White contractors wouldn’t remove Confederate statues. So a Black man did it.

    Devon Henry stepped in to remove almost all of Richmond’s Confederate statues after White contractors refused. It changed his life.

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    January Market Update: Finding Balance in 2023

    In this month’s market update podcast we provide a quick recap of a record-breaking challenging 2022 and discuss market expectations for 2023. While the beginning of the year may be choppy with continued volatility and the potential for weakness, we expect that as these themes work themselves out throughout the year balance will come to light. In fact, today we are finding more attractive opportunities than we could a year ago. 

    Available through the link in title