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. Why The Federal Reserve Gets Inflation Wrong – And Why Monetary Policy Is Always Late

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

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  2. The New SECURE 2.0 Bill May Alter Your Retirement Plan

    On December 23, 2022, the US House of Representatives passed the omnibus Consolidated Appropriations Act of 2023 that included a retirement bill titled SECURE Act 2.0.

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  3. Dissecting The Consumer Price Index: Inflation Is Over

    “Inflation remains far too high. ” — Jerome Powell, Chair of The Federal Reserve (Nov 30)

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  4. 2023 Wall Street Prognostications

    As we wind down 2022, the collective attention of the financial industry shifts towards 2023, with most major Wall Street firms issuing insights and projections to aid investors in making any adjustments to their asset allocation for the coming year.

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  5. Happy Thanksgiving… Serving Up Some Broad Perspectives

    Ahead of the Thanksgiving holiday, investors are getting a chance to catch their breath, as we emerge from earnings season and mid-term elections and look towards year-end.

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  6. The 60/40 Portfolio Model Revival

    For decades, the 60/40 portfolio has been a highly regarded method of portfolio construction. In its simplest form, the 60/40 portfolio is having 60% of your portfolio invested in higher risk, historically higher return, assets such as stocks and the other 40% invested in lower risk, but lower return, assets such bonds.

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  7. The Trend Is Your Friend

    Wall Street is the land of clichés and mathematical repetition. One of the cliché’s is “the trend is your friend”.

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  8. The Recession Meme Is Intense: But Can The Market See Around The Corner?

    The stock market is capable of remarkable clairvoyance. Sometimes.

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  9. The stock market rarely produces average returns

    We read a lot at Vestbridge Advisors, Inc. and this article is worthy of sharing. This is a reprint from the Yahoo Finance 10/11/2022 Morning Brief.

    Wall Street firms have begun publishing their 2023 forecasts for the S&P 500.

    Targets published by seven top equity strategists range from 3,800 to 4,200, implying returns of 4% to 15% from current levels.

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  10. Presidential Election Market Cycle Suggests Possible Market Bottom

    The value of the stock market, at any given time, is essentially the price investors collectively are willing to pay for the future earnings of the companies comprising the market.

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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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