Finance

What to Expect with Fixed Income Investments When the Federal Reserve Cuts Interest Rates 

By Catherine Buck | September 9, 2024

  Written by: Catherine Buck, CFP®     The Federal Funds Rate is the interest rate banks charge other institutions for lending overnight and is set by the Federal Reserve (Fed).  It is one of the primary monetary policy tools the Fed uses to maintain their dual mandates of promoting maximum employment and price stability.…

Utilizing Technology in Investing: The Power of Direct Indexing

By Catherine Buck | August 23, 2023

Written by: Paolo LaPietra, CFP® Technology has continued to enhance the relationship between investors and the markets. Going back to the early 1990s, one of the most significant milestones was the introduction of Exchange-Traded Funds (ETFs). ETFs allowed access to lower-cost diversification and tax efficiency compared to mutual funds and are now one of the…