Resources

In an effort to fulfill our mission of educating all on the benefits of a healthy financial lifestyle, we offer our insights and resources. Our ‘Vestbridge Weekly Update’ is published weekly and provides critical insight into current events.

As a trusted voice in the industry, we also offer some of our published Guides free to the public, and we offer other materials also listed below.

  1. What’s Up In The Market

    Global Equities:

    Stocks slipped in weekly trading after hotter-than-expected inflation data caused investors to reevaluate rate cut expectations.

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  2. Rate Cuts in Doubt, but Does It Matter?

    Back in the fall of 2023, the Fed signaled that rate hikes were finished, prompting a significant stock market rally that has been largely uninterrupted.

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  3. 2024 1st Quarter Review

    Financial markets have gotten off to a hot start to 2024, thanks to optimism that the Federal Reserve will begin cutting interest rates sometime in the second half of the year.

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  4. Collateral Damage From Fed Policy (3) – Money Market Funds, A ‘Powder Keg’?

    By Dr. George Calhoun – Vestbridge Advisors, Inc. Advisory Board Member
    Executive Director of the Hanlon Financial Systems Center

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  5. AI is coming? No, it’s already here.

    2023 will go down as the year when Artificial Intelligence (AI) became omnipresent in the lexicon of society.

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  6. Happy Easter 2024!

    “EASTER IS ABOUT MORE THAN CANDY. IT’S ABOUT PEACE, LOVE & FAMILY.”
    – UNKNOWN –

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  7. Collateral Damage From Fed Policy, Part 2: A Broken Housing Market

    By Dr. George Calhoun – Vestbridge Advisors, Inc. Advisory Board Member
    Executive Director of the Hanlon Financial Systems Center

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  8. Tech Earnings Continue to Deliver

    As US Large Caps, particularly US Tech stocks, continue to set new high after new high, many investors are questioning whether we have reached “bubble” territory.

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  9. The Fed’s Two-Pronged Monetary Blitzkrieg, Pt 1 – Surveying The Damage

    By Dr. George Calhoun – Vestbridge Advisors, Inc. Advisory Board Member Executive Director of the Hanlon Financial Systems Center

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  10. Passing the Baton – Earnings and the Fed

    Fourth-quarter 2023 corporate results have been the focus of investors in recent weeks, with inflation and Fed policy taking a backseat.

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smart, personalized investing?

Your portfolio should always reflect your ambitions, your values, and your story. At Vestbridge we start from scratch with every single client and we create a smart personalized portfolio that is unique to you. Talk to a Vestbridge Financial Advisor today.

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