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