A real estate investment trust (REIT) is a way to invest in commercial real estate without the responsibility of managing a property yourself, and with a much smaller investment than might otherwise be needed. We explore more on how REITs can be a helpful tool to increase diversification.
For July, our Research Analysts are keeping an eye on how the credit crunch is affecting companies, the conflicting reports in manufacturing, and Consumer Sentiment as reinstated student loan payments are on the horizon.
In the race to monetize AI, it’s crucial to explore how widespread adoption of AI-enabled technologies could shape the future of workers and businesses.
For June, our Research Analysts are keeping a close eye on market trend reversals, the Fed’s future actions for the Fed Funds Rate, and China’s economy dipping into bear market territory.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by his Research team, Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to take a deeper look at our economy and market.
For the month of May, our Research Analysts are watching the debt ceiling showdown in Congress, first quarter’s earnings reports, and the odds our economy is headed into a recession.
Our Research Analysts are closely watching banks and their willingness to lend, first-quarter company earnings, and a possible moderation in inflation.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP® discuss the week’s major news, including the Silicon Valley Bank and Signature bank failures, the contagion effect on the banking industry, and what this means for investors with accounts at Schwab.
In March, our Research Analysts are watching the terminal rate for the Fed Funds rate, the home prices and interest rates for the housing market, and the tightness of the labor market.
Treasury Secretary Janet Yellen projects the latest debt ceiling extension will last until early June; however, the Congressional Budget Office cautions that if April tax revenues fall short of its projections, the Treasury could run out of funds earlier.
