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.
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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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What Is Really Driving “Inflation” Today
Roughly speaking — very roughly – there are five theories, and two subsidiary theories, proposed by different groups of economists and others to explain rising prices, or “inflation” so-called:
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CEO Sean Hanlon is featured on the New To The Street
Sunday, October 2, 2022; CEO Sean Hanlon was featured on the New To The Street program hosted by Jane King on NewsMaxTV at 10am ET.
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The Put/Call Ratio Says ‘Get In The Market Now!’
There are many indicators that we as professional wealth and asset managers follow. One of them is the Put/Call Ratio.
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Managing Expectations for Volatility
As we near the fourth quarter of 2022, many investors are feeling anxious and uncertain about their portfolios as markets grind continuously lower in a bear market that began in January.
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The 60/40, Down But Not Out
No investment strategy is infinitely infallible and always works. One that typically weathers most economic and market conditions is the 60/40, stock/bond, typically referred to as the classic balanced portfolio.
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The Fed, its Role, its Goal
It took less than nine minutes on Friday, August 26th for Fed Chair Jerome Powell to whip the financial markets into shape, making it clear that the central bank was not done with its rate hikes yet.
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Labor Day 2022
All labor that uplifts humanity has dignity and importance and should
be undertaken with painstaking excellence.
– Martin Luther King Jr. –Enjoy your day with family and friends this Labor Day, September 5, 2022.
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Portfolio Perspectives Interview
RTDNA and NEFE Personal Finance Reporting Award Winner Bob Powell interviews CEO Sean Hanlon on FinStream TV about the state of the current economy and other contemporary financial services issues. Bob is the editor/publisher of TheStreet Retirement Daily, and hosts this program titled “Portfolio Perspectives” on FinStream a web based financial services channel. #financialservices #retirementplanning…
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Beyond The Ordinary Podcast
Sean Hanlon appears on Beyond The Ordinary Podcast Recently, our CEO Sean Hanlon appeared on the “Beyond the Ordinary” podcast with host Tommy Martin. The topics were the importance of tactical strategies in wealth management and launching a contemporary advisory firm to meet the needs of today’s consumer. Click here to listen to podcast
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