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 continued to slide during weekly trading, with conflicts in the Middle East and hawkish comments from Fed officials causing a significant shift in sentiment to risk-off.

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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. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. Election Uncertainty Around the Corner

    As investors, we must often remind ourselves that markets are forward-looking in nature, and that the current, known events have less influence on market returns than one would think.

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  10. FOMC Says Don’t Bet on March Cut

    At the January 31st Federal Open Market Committee (FOMC) press conference, Fed Chair Jerome Powell struck a hawkish tone as he pushed back sharply against expectations that the Fed will enact its first rate cut in four years in March 2024.

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  11. 2024 Outlook

    If one were to rank the biggest drivers of stock market performance in 2023, mega-cap dominance and the missing recession would likely be atop the list.

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