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. Happy Easter 2024!

    “EASTER IS ABOUT MORE THAN CANDY. IT’S ABOUT PEACE, LOVE & FAMILY.”
    – UNKNOWN –

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  2. 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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  3. 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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  4. 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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  5. 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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  6. Happy President’s Day!

    “There is no limit to the amount of good you can do if you don’t care who gets the credit.”
    – 40th US PRESIDENT, RONALD REAGAN –

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  7. 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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  8. 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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  9. Martin Luther King Jr. Day!

    “We must use time creatively, in the knowledge that the time is always right to do right.”
    – MARTIN LUTHER KING JR. –

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  10. 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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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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