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The Family Firm Blog
Wage growth vs The Fed
The Residential Market Continues to Founder
Equity Markets Bounce Back in Fourth Quarter
Inflation is accelerating for most non-energy items
Europe's dire energy situation will continue to affect American consumers of natural gas.
Audio from our July 14, 2022 Investment Conference Call
Year in Review – Twelve Months Ending June 30, 2022
Audio from our May 3, 2022 Investment Conference Call
Audio from our February 10, 2022 Investment Conference Call
Year in Review – 2021
The economy gained 6.5 million jobs in 2021 - by far the most on record.
The OECD predicts inflation of over 4% in the US - in 2022
Manufacturing sector of the economy is booming
Recent economic data are moderately encouraging
Home prices surge over 14% from last year
Year in Review – Twelve Months ended March 31st, 2021
Find Your Unclaimed Property
Longer Term Interest Rates Continue to Surge
Audio from our March 24 Investment Conference Call
Startling Impact of the Coronavirus
Today's Job Report
New Year’s Financial Resolutions
Year in Review – 2020
How to Read Your Schwab Statement
Audio from our November 19th Post 2020 Election Investment Conference Call
The Role of Custodians
Don’t Forget an Umbrella (Policy)
Audio from our September 2, 2020 Investment Conference Call
Monte Carlo Analysis and Your Finances
Harvesting Tax Losses and Gains
Benefits of the Cost Basis Step Up
Emerging Market Currencies Strengthening
The global economy is expected to contract by 3% in 2020.
Year in Review – Twelve Months ended March 31st, 2020
Key Elements of the CARES Act
Audio from our March 17 Investment Conference Call
Protect Yourself from Social Security Scams
Audio from our February 20 Investment Conference Call
Crafting Your Charitable Gifting Strategy
The SECURE Act and Your Finances
The dominance of the stock market by a handful of companies continues.
Year in Review – 2019
Stagnation in American manufacturing continues
Federal Reserve Cuts Interest Rates (Again)
Year in Review – 12 Months Ending September 30, 2019
Audio from our September 19 Investment Conference Call
Year in Review – 12 Months Ending June 30, 2019
Audio from our May 9, 2018 Investment Conference Call
Year in Review – 12 Months Ended March 31st, 2019
Markets Rebound In The First Two Month of 2019
The manufacturing sector of the economy ended 2018 on a relatively sour note.
What are the major influences on the oil market right now?
Inflation Continues to be Dormant
The US and China Remain Far Apart On Trade
Year in Review – 12 Months Ended December 31st, 2018
Audio from our December 5, 2018 Investment Conference Call
Market Overview Q3 2018
Year in Review – 12 Months Ended September 30th, 2018
Audio from our September 13, 2018 Investment Conference Call
Trade Confrontations not affecting economic statistics yet
Year in Review – 12 Months Ended June 30th, 2018
Eventful Three Months for Investors
Prospect of Strong Growth Numbers for 2nd Quarter
Fed Interest Rates Having Tangible Impacts
Energy Stocks Showing Life
Audio from our February 28, 2018 Investment Conference Call
Trade Deficit Increased in 2017
4th Quarter of 2017 in Review
Global Economic Growth
US Factory Growth Highest Since 2015
German Manufacturing
The Family Firm Co-Sponsors Taste of Bethesda
Small Increase in Social Security Cola for 2018
Quality, Quantity and Performance of IPOs
Strong Industrial Production Across Europe
Virtually all markets rose during the third quarter
Odds of Another Rate Hike in 2017 Have Risen
Protecting Your Credit Record
Get back an hour or two of your weekend by having Instacart do your grocery shopping.
Corporate Earnings Continue to Show Strength
Health care insurance costs continuing their inexorable rise upwards.
Want to Be Happy? Buy More Takeout and Hire a Maid
Lackluster Economic Statistics from the Manufacturing Sector
What We're Watching
Are the Banks Strangled by Over-Regulation?
The Family Firm Hosts Lunch & Learn Event
Inflation Continues To Be Low
Why a CERTIFIED FINANCIAL PLANNER™ (CFP®) should be part of your financial planning team.
Falling Unemployment
Trends in the housing Market
March Investment Conference Call Audio
What We’re Reading
Year in Review - 2016
Quarterly Market Review
Post Election Investment Conference Call Audio
Time to Discuss Estate Planning: Day of the Dead
Medicare Open Enrollment Season: October 15 through December 7
Protecting Yourself From Hackers
Audio from our August 2 Investment Conference Call
Advice for Adults Concerned About Aging Parents
Europe's Economy is Outperforming
Oil and Stocks
Three Months Through April 30th
First Quarter in Review
Tax updates for 2016
EVENT: HOUSING OPTIONS IN RETIREMENT
WHAT WE ARE READING
KATE FRIES ON NPR
