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. The Fed vs the Markets

    When Federal Reserve Chair Jerome Powell spoke on December 1st in his final public comments before the blackout period leading up to the Fed’s December 14th policy meeting, the tone was hawkish.

    Read More

  2. Mediocre 493 May Begin to Match Magnificent 7

    Equity markets have enjoyed a tremendous November rally that allowed the S&P 500 to break out of its downtrend pattern and retest the July 31st peak.

    Read More

  3. The Federal Reserve’s Inflation Problem is due to Federal Government Spending

    “Don’t fight the Fed” is a stock market mantra that has proven true thus far in 2023. The Federal Reserve’s campaign to halt inflation has been implemented by 11 interest rate hikes amounting to a cumulative 5% increase in the Federal Funds rate.

    Read More

  4. 10-Year Break-out or Fake-out?

    October 26, 2023 It’s rare for the bond market to dominate headlines versus stocks, but that is the case lately as the 10-Year US Treasury yield has tested 5%. While short term US Treasury yields have been well above 5% for months, the long end of the yield curve has been lower than the short…

    Read More

  5. US Households’ Balance Sheets are Strong, But What About the Government’s?

    Heading into 2023, there was near-unanimous consensus from Wall Street that the US economy would veer into a recession. Yet throughout the year, US GDP has only strengthened thanks to persistently strong consumer spending.

    Read More

  6. Inflation Is Over – What Comes Next?

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

    Read More

  7. Happy Columbus Day 2023!

    “Columbus dreamed of an unknown shore at the rim of a far flung sky.”
    – EDGAR ALBERT GUEST –

    Read More

  8. 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.

    Read More

  9. The Flawed CPI The Fallacy Of Year-Over-Year Inflation Reporting

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

    Read More

  10. UAW Strikes – Pumping the Economic Brakes or Hitting the Gas?

    On September 15, more than 12,000 autoworkers from the United Autoworkers Union (UAW) walked off the job as contract negotiations with Ford, GM, and Jeep-maker Stellantis have yet to produce a new contract for the 146,000 active union members at the three companies.

    Read More

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.

Schedule A Consultation