Q3 Review 2022
At the risk of being repetitive, financial markets were unsettled and volatile during the third quarter.
M. Chad Holland, CFA, CFP® October 1, 2022
Consumers Turn to Credit Cards as Inflation Pressures Finances
This month’s charts examine the trend of increasing consumer credit usage. Figure 1 charts the amount of outstanding revolving consumer credit, and Figure 2
M. Chad Holland, CFA, CFP® September 15, 2022
Monthly Client Update | September 1, 2022
The S&P 500 Index returned -4.1% during August, underperforming the Russell 2000 Index (-2.0%) for a second consecutive month.
M. Chad Holland, CFA, CFP® September 1, 2022
Declining Labor Productivity & Rising Labor Costs
This month’s chart looks at a trend not seen in decades – declining labor productivity and rising labor costs.
M. Chad Holland, CFA, CFP® August 15, 2022
Monthly Client Update | August 1, 2022
The S&P 500 Index produced a +9.2% total return during July, underperforming the Russell 2000 Index’s +10.6% total return.
M. Chad Holland, CFA, CFP® August 1, 2022
Housing Market Cools as Interest Rate Increases Impact Economy
The Covid-19 pandemic profoundly altered the U.S. housing market.
M. Chad Holland, CFA, CFP® July 15, 2022