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November 2, 2022

Equities rallied in October on stronger than anticipated earnings from “old-economy” companies and on the possibility that the Fed may slow the pace of rate hikes. Tech companies struggled to find their footing and produced lackluster growth for Q3. The U.S. economy broke its streak of negative quarters of real GDP at 2 on stronger than anticipated net exports and personal consumption. Good news for growth meant bad news for inflation as headline CPI came in hotter than expected and ticked higher on a year-over-year basis.

October 31, 2022

When it comes to your finances, there are four different resources you typically need to shield and grow your current and future capital. These resources include a certified public accountant (CPA), an estate planning attorney, a risk-management specialist, and a financial advisor. When in sync, this team can provide a solid platform of expertise that you can leverage to attain financial stability. At Pathstone, we like to refer to this team as the “Four-Legged Stool,” where each of these four professionals serves as an individual leg supporting you and your family so that you have a level and steady seat to work from as you work towards your goals.

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