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 got a jolt from cooling inflation data during the week, pushing the Dow Jones Industrial Average to a historic all-time high above 40,000.

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  2. 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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  3. 2023 4th Quarter Review

    The fourth quarter showed encouraging evidence that the Fed may pull off a soft economic landing, with economic data showing persistent improvement in inflation while employment and GDP data continued to surprise to the upside.

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  4. 2023 3rd Quarter Review

    Market expectations have shifted to embrace the “soft economic landing” narrative, however the economic strength that has postponed a recession has also given the Federal Reserve (the “Fed”) leeway to keep interest rates elevated for a longer period.

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  5. 2023 2nd Quarter Review

    Following the first quarter regional banking sector panic, interest rate expectations shifted towards a Federal Reserve (“the Fed”) pause, due to concerns that further rate hikes would only exacerbate the stress of interest rate mismatches between banks’ long-term investments and shorter-term interest payments on deposits.

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  6. 2023 1st Quarter Review

    Market expectations for Federal Reserve (“the Fed”) interest rate hikes shifted dramatically in the first quarter and not because inflation eased.

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  7. 2022 Q4 Quarterly Report

    The fourth quarter of 2022 continued the year-long theme of stubbornly persistent inflation, with some investors caught off guard by the Federal Reserve’s (“the Fed”) resilience in continuing to hike rates in the face of rising recession risk.

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  8. Quarterly Report for Q3 2022

    With three quarters of 2022 in the books, inflation continues to present a conundrum for the US Federal Reserve (“the Fed”) as it seeks to cool the economy just enough to bring prices down to a sustainable level without causing a recession and triggering panic in the markets.

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