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 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

  2. 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

  3. US Sovereign Credit Rating Outlook Downgrade by Moody’s Ratings

    Over the weekend, Moody’s Investors Service, one of the three main credit rating agencies, signaled the US Sovereign Credit Rating could be subject to a future downgrade by changing the assigned Outlook from Neutral to Negative.

    Read More

  4. September 11, Patriot Day 2023!

    “It has been said, ‘time heals all wounds.’ I do not agree. The wounds remain. In time, the mind protecting its sanity, covers them with scar tissue and the pain lessens. But it is never gone.”

    Read More

  5. Earnings Matter Again

    September 8, 2023 The Fed has hiked rates eleven times since March 2022. The driving force behind the market’s ups and downs since then has been Federal Reserve policy and inflation data, with corporate earnings yielding center stage. The focus on macroeconomic data and central bank policy was warranted coming off an unprecedented global shutdown…

    Read More

  6. Happy Labor Day 2023!

    “All labor that uplifts humanity has dignity and importance and should be undertaken with painstaking excellence.”

    Read More

  7. China’s “3D” Challenge: Deflation, Debt, and Demographics

    The Federal Reserve Bank of Kansas City will hold its 46th annual Economic Policy Symposium this week in Jackson Hole, Wyoming.

    Read More

  8. The Road to 2% Inflation

    Up until the latest Consumer Price Index (CPI) inflation reading, the Fed had been on quite a winning streak. Annualized CPI had declined for 12 consecutive monthly readings, evidence that while prices for goods and services were still increasing, the pace of price inflation was moderating and moving back towards the Fed’s 2% target.

    Read More

  9. Mid-Year Tax Planning Checklist Notes

    1099-DIV – Reports ordinary and qualified dividends and short- and long-term capital gains distributions for taxable and tax-exempt accounts. 1099-B – Reports exchange and redemption activity in non-IRA accounts.

    Read More

  10. US Sovereign Credit Rating Outlook Downgrade by Moody’s Ratings

    “The rating downgrade of the United States reflects the expected fiscal deterioration over the next three years, a high and growing general government debt burden, and the erosion of governance relative to ‘AA’ and ‘AAA’ rated peers over the last two decades that has manifested in repeated debt limit standoffs and last-minute resolutions.”

    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