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. 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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  2. 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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  3. 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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  4. 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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  5. 4th of July – Independence Day!

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

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  6. 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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  7. 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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  8. 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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  9. 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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  10. The Fed’s Real Problem May Be The Government – Inflation versus Deflation

    If you are tired of reading about inflation, I don’t blame you. Since the Fed began hiking rates a little over a year ago, economists and investors have been intensely focused on each monthly data release, desperately looking for signs that the inflationary trends are reversing.

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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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