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. 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.

    Read More

  2. What Is Really Driving “Inflation” Today

    Roughly speaking — very roughly – there are five theories, and two subsidiary theories, proposed by different groups of economists and others to explain rising prices, or “inflation” so-called:

    Read More

  3. The Put/Call Ratio Says ‘Get In The Market Now!’

    There are many indicators that we as professional wealth and asset managers follow. One of them is the Put/Call Ratio.

    Read More

  4. Managing Expectations for Volatility

    As we near the fourth quarter of 2022, many investors are feeling anxious and uncertain about their portfolios as markets grind continuously lower in a bear market that began in January.

    Read More

  5. The 60/40, Down But Not Out

    No investment strategy is infinitely infallible and always works. One that typically weathers most economic and market conditions is the 60/40, stock/bond, typically referred to as the classic balanced portfolio. 

    Read More

  6. The Fed, its Role, its Goal

    It took less than nine minutes on Friday, August 26th for Fed Chair Jerome Powell to whip the financial markets into shape, making it clear that the central bank was not done with its rate hikes yet.

    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