PHOENIX – Sept. 23, 2024 — REDW Advisors & CPAs has announced that Phoenix-based firm Hatcher Financial has joined REDW, increasing REDW’s Phoenix office to 114...
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Economic Update: Signs are in Alignment—with one Exception
Daniel Yu, CFA®, CFP®, AIF®The overall economic picture shows a slowing down of the economy, so the question at hand is whether the glass is half-empty or half-full. Capital...
Jul 22, 2024
10 Min Read
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Economic Update: U.S. Holds Steady as Canada Cuts Its Interest Rates
Daniel Yu, CFA®, CFP®, AIF®Knowing the impact on assets held and investment opportunities, the most prominent question among investors remains, "When will the Federal Reserve begin to lower rates?"...
Jun 18, 2024
7 Min Read
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Economic Update: Rate Cuts to Be Shelved by the Fed
Daniel Yu, CFA®, CFP®, AIF®Since the middle of 2022, the ongoing question has been when the Fed would begin to cut interest rates. Recently released data shows that inflation...
May 10, 2024
7 Min Read
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Thoughts on Investing: Trust and Expectations
REDW Wealth ManagementThe Impact of Economic Growth in Q1 During the first quarter of 2024, the economic outlook was generally stronger than anticipated. Solid payroll growth numbers...
Apr 25, 2024
9 Min Read
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Angel Investing: Part of a Well-Rounded Portfolio
Daniel Yu, CFA®, CFP®, AIF®Diversification is a well-known principle for investors. To help round out a portfolio, accredited investors should consider the risks and rewards of angel investing. NM...
Apr 23, 2024
7 Min Read
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Investment Intelligence: Decoding What Matters in Global Markets
REDWIn an era of rapid change and information overload, discerning fact from opinion is a daunting task for investors seeking to navigate the complexities of...
Apr 19, 2024
4 Min Read
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Reducing Risks in Retirement Plan Management with Paul Madrid, CPA®, CFP®, AIFA®
REDWInsight in Indian Country Podcast Trusted Expertise to Serve Tribal Nations Tribal fiduciaries have a responsibility to follow sound fiscal practices and fulfill their duty...
Apr 11, 2024
5 Min Read
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PCE Data Release Reveals Worrying Trend Despite Inflation Decline
Daniel Yu, CFA®, CFP®, AIF®The Fed's Bureau of Economic Analysis released its updated preferred measure of inflation, the Personal consumption expenditures (PCE) price index. The headline number showed a 2.45%...
Apr 3, 2024
5 Min Read
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Fiduciary Risk Management for Retirement Plan Sponsors
Paul Madrid, CFA®, CFP®, AIFA®Excess fee lawsuits are down for plan fiduciaries, but new forfeiture use lawsuits are on the rise. Being sued because your employees are dissatisfied with...
Mar 27, 2024
10 Min Read
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U.S. Economic Update: Fed Holds Rates Steady, Reiterates Being Patient
Daniel Yu, CFA®, CFP®, AIF®Last week the biggest news item was the meeting of the Federal Reserve FOMC and Chairman Powell's press conference. In a widely expected move, the...
Mar 26, 2024
6 Min Read
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U.S. Economic Update: The Fed’s Case for Keeping Rates Higher Longer
Daniel Yu, CFA®, CFP®, AIF®Awaiting a Sustainable Sign of Inflation Cooldown As the Federal Reserve prepares to meet on March 20th, all eyes are on their economic projections and...
Mar 18, 2024
6 Min Read
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U.S. Economic Update: Inflation, Employment and the Fed’s Next Move
Daniel Yu, CFA®, CFP®, AIF®Fed's Expectations for Rate Cuts Hinge on Inflation Decline Chairman Powell addressed Congress noting stronger than expected economic growth and inflation decline. If declines in...
Mar 11, 2024
7 Min Read
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U.S. Economic Update: Inflation Moderates, Growth Continues
Daniel Yu, CFA®, CFP®, AIF®Coming into the Week of March 4th, Economic Data Is Positive In our last economic update, we mentioned how the fourth week of February had...
Mar 4, 2024
7 Min Read
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Economic Update: Light Data Points to Ongoing Growth
Daniel Yu, CFA®, CFP®, AIF®Housing Shows Signs of Improvement But Affordability Issues Remain There were only two major economic data releases last week. We begin with Existing Home sales...
Feb 26, 2024
7 Min Read
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Economic Update: Mixed Data Brings into Question Both Rate Cuts & Economic Growth
Daniel Yu, CFA®, CFP®, AIF®Consumer Price Index and Producer Price Index Show Mixed Signals on Inflation Last week brought several economic data releases that showed conflicting signals about inflation...
Feb 19, 2024
6 Min Read
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Maximizing Retirement Benefits: What SECURE Act 2.0 Updates Mean for Your Workforce
Robert Elzholz, CFP®, CRPC®, AIF®, AAMS®The new year is ushering in some sweeping changes to employer-sponsored retirement plans that may have flown under the radar for many businesses. Which is...
Feb 16, 2024
8 Min Read
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Economic Update: Activity Picks Up Amidst Light Data
Daniel Yu, CFA®, CFP®, AIF®Overview Last week, the ISM Services number came out at 53.4 which was above the consensus estimate of 52. Recall readings above 50 indicate expansion,...
Feb 12, 2024
7 Min Read
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The Secure Act 2.0 in 2024: Significant Retirement Saving Opportunities for Individuals
Robert Elzholz, CFP®, CRPC®, AIF®, AAMS®A new year typically necessitates adjustments to IRS savings and distribution thresholds, and so REDW’s trusted wealth management advisors Principal Robert Elzholz, CFP®, CRPC®, AIF®,...
Feb 5, 2024
12 Min Read
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Economic Update: Federal Reserve Holds Steady Amid Solid Economic Data
Daniel Yu, CFA®, CFP®, AIF®Job Growth Exceeds Expectations Last week the Federal Open Market Committee (FOMC) met and left interest rates unchanged. In their statement, they reiterated that while...
Feb 5, 2024
4 Min Read
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Election Year Economics: 2024 Financial Planning for Tribes
REDWInsight in Indian Country Podcast Trusted Expertise to Serve Tribal Nations What exactly is a "soft landing" in the economy? This episode, REDW National Tribal Practice Leader Wes...
Feb 2, 2024
6 Min Read
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Financial Planning for Tribes in 2024
Paul Madrid, CFA®, CFP®, AIFA®Navigating Changing Economic Tides Moving into 2024, business leaders for tribal entities need to consider how borrowing, lending, and investing funds; purchasing and selling business...
Jan 29, 2024
9 Min Read
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2023: A Year in Review
REDW Wealth ManagementLast Year's Headlines This time last year, we wrote about a number of topics that were top of mind for investors heading into 2023: the...
Jan 29, 2024
16 Min Read