Commentary, Briefs, & Webinars
We are committed to communication and regularly produce commentary, webinars, and other content that adds value. Each client relationship introduces unique circumstances, challenges, and opportunities, and through the sharing of our perspectives, we aim to enhance collaboration and identify planning solutions.
Review and Outlook
Don’t miss the latest edition of our Wealth Management monthly.
"September’s month-end spike in Treasury yields was certainly dramatic and is covered in length elsewhere in this update. The longer-term setup for the move deserves attention, however..."
"August was bookended by two very different jobs reports that ultimately did little to change the prevailing “low-fire, low-hire” narrative. July’s labor report was bad, with a net loss of 23k jobs falling well short of expectations for a gain of +82k, coupled with significant downwards revisions..."
"The past month brought a suite of positive inflation releases. Inflation was expected to have improved in the month of June, and releases met or exceeded expectations. Falling energy prices during what proved to be a temporary lull in Iran hostilities were the main driver, but there were some interesting details as well; in particular, CPI inflation saw an unexpected drop in rental costs, and wireless phone services were one of the larger detractors..."
Quarterly Perspectives
Q3
"The Greek physician Hippocrates is eternally associated with the directive that physicians must seek to heal or at least do no harm. In a very different context, as wealth managers, we strive to help clients achieve their long-term financial goals, the pursuit of which is facilitated by avoiding self-harm..."
Q2
"Human nature often drives us to project forward what has most recently occurred, a phenomenon known as recency bias. Placing too much emphasis on the immediate past can distort our perception of the future. Behavioral finance tendencies of this nature are pervasive, and the last several years offer a good example..."
Q4
"Psychological barriers often present financial planning challenges and managing one’s emotions can be a key ingredient in achieving long-term success. This dynamic typically considers factors such as accepting risk as an inherent element of return and in finding a balance that makes your personal asset allocation strategy effective..."
Financial Planning Briefs
These briefs highlight real-world situations we regularly work through with wealth management clients. By sharing these insights, we hope to create awareness and encourage positive action.
Financial Planning
Wealth Management Webinars
Access our informative financial planning webinar series. Our wealth management team values client communication and sharing topical expertise about what matters to you.
"In this webinar, Kelly McKernan, SVP and Wealth Manager, looks at the ever-growing need for women to address a myriad of potential financial planning issues in the event of loss of a spouse or later in life divorce. She offers insights on issues that may arise and discusses how one might navigate such transitions..."
"This webinar discusses updates to the law and how those changes may affect your retirement planning options and opportunities. Our team provides insight for you and your financial planning needs."
"Appleton Partners continued our financial planning webinar series with a two-part event focusing on Senior Care Decision-Making and how to approach planning for such life stage needs."