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. Time for the Little Guys

    In May, stock indices were being pushed higher despite most of the component stocks trending downwards, because the overwhelmingly dominant size of the mega-caps allowed them to control the overall market direction.

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  2. 2023 Mid-Year Update Video

    Sean Hanlon, CEO and Co-Chief Investment Officer of Vestbridge Advisors, Inc. talks about and explains the financial environment from the 2023 Mid Year Update.

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  3. The “Long And Variable Lag” – A Dangerous Monetary Policy Myth

    By Dr. George Calhoun – Hanlon Investment Management Advisory Board Member Executive Director of the Hanlon Financial Systems Center

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  4. 2023 Mid-Year Update

    The first half of 2023 has been marked by lopsided gains, with a handful of mega-cap tech companies accounting for nearly all of the S&P 500’s 16.9% year-to-date returns, through June 30th. In our 2023 beginning of the year Annual Outlook, we cautioned that despite near-unanimous calls for a first-half recession from major financial institutions, we saw potential for a scenario in which US GDP was able to maintain a slightly positive rate of growth thanks to record low unemployment.

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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. 4th of July – Independence Day!

    “One flag, one land, one heart, one hand, one nation evermore!”
    – Oliver Wendell Holmes –

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  7. Housing Inflation – Ignore home prices, look at Rents

    The Fed paused on interest rate hikes last week.  At the post meeting press conference Chairman Powell mentioned housing services as a crucial aspect of the economy where the Fed needs to see progress on inflation.

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  8. Juneteenth Freedom Day!

    “Struggle is a never-ending process. Freedom is never really won, you earn it and win it in every generation.”

    – Coretta Scott King –

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  9. Happy Father’s Day!

    “My father gave me the greatest gift anyone could give another person:
    He believed in me.”

    – Jimmy Valvano –

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  10. Flag Day 2023!

    “America was not built on fear. America was built on courage, on imagination and an unbeatable determination to do the job at hand.”

    – Harry S. Truman –

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Ready to learn more about
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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