A New year, a new financial you!! As we are still early in the new year, now would be a good time to make some financial planning resolutions.

How quickly things change! As I write this update, we are within a hair of the all-time highs for the S&P 500.

Earnings have bottomed while inflation/interest rates have peaked: The bullish case for the stock market …

After experiencing an extended ultra-low interest rate environment from the 2008 Financial crisis through early last year, interest rates have now moved significantly higher. Here's something to consider..

It was almost four years in the making; but the big transition to Charles Schwab from the TD Ameritrade platform was completed over Labor Day weekend (Charles Schwab purchased TD Ameritrade in 2019).

Sell side strategists in the media don’t manage money like the buy siders; the sell sider’s main role is to increase trading and investment banking revenues for their respective brokerage firms and not to help you invest for retirement.

We are hiring! Are you a financial services professional looking to leave a commute behind? Come work in Chatham, NJ. Apply via LinkedIn or email your resume to info@chathamwealth.com

The economy continues to perform as we have predicted.

Dan Moskowitz offers his review and outlook as of July 2023

Buying High yield savings, T-bills, and CD’s will help!

"Compound interest is the 8th wonder of the world, those who understand it, earn it, those who don't.. pay it." Albert Einstein

The stock market and investors always look forward and they like what they see…

Let’s Not Lose Sight of the Big Picture. These days we are barraged daily with information, and it seems to be easier than ever to lose track of the big picture..

Diversification is a key factor when constructing an investment portfolio that will help meet your long-term financial goals. This goes beyond just allocating between stocks, bonds and alternative investments. Diversifying…

Wow, What a flurry of activity! Daily volatility in the markets has increased substantially in the first part of 2023. A regional banking crisis, changing inflation projections, and geopolitical stress has led to the largest daily…

Recency bias is a cognitive error identified in behavioral economics whereby people incorrectly believe that recent events will occur again soon. This bias may…

My great Aunt June recently passed away at 102 years of age. She was an incredible person and lived life to the fullest. June was born in New York City, graduated from University of North Carolina (80 Years ago) and was a very well…

The above chart of the Federal Funds Rate shows that by December 2025, the market (blue line) and the Federal Reserve (white line) both agree that the Federal Funds Rate will be around 3%. Both agree that interest rates have…

There’s good reason to have some questions, especially if you are a non-spouse beneficiary of an IRA account. In recent years, legislation has been enacted that introduced some significant changes to Beneficiary IRAs…

From the economists at First Trust, one of our trusted partners, below is their brief commentary and most importantly the data that drives their commentary.