WHERE WE WERE September is historically a rough month for the stock market, and this year was no different. Fears of rising interest rates, high inflation, and downgrades in analyst earnings estimates have continued to shock equities and impact the American consumer. The S&P 500 was firmly in bear market territory at the end of […]

WHERE WE WERE August was characterized by the conflict between Fed rhetoric and the prevailing market narrative, as investor sentiment swung from cautious optimism to anxiousness for an uncertain future. The market continued its rollercoaster ride, staging a modest rebound over the first few weeks of the month before turning negative again on tightening fiscal […]

Have you taken the time to create an estate plan? If not, you’re far from alone. Only 46% of U.S. adults currently have estate planning documents, according to a survey by Gallup. For those under the age of 50, the figure is even lower, with just 36% having an end-of-life plan in place. However, skipping […]

WHERE WE WERE July saw the market rally as we observed the S&P 500 index soar +9.1%, signaling the greatest monthly gain since November 2020. This comes despite worrisome reports surrounding inflation and GDP growth which saw rates of 9.1% and -0.9% respectively. With the latter report being the second straight quarter of negative returns, […]

To celebrate Olistico’s first year, we wanted to update everyone on the state of the market and some of the exciting events going on within our team. Here is Volume I of “Restrospect”. Click Here to Read Retrospect Volume I

Today’s young professionals face a variety of challenges when it comes to money management, from consumer prices rising by 8.5% this year to continued stock market volatility. This can make it difficult to create successful financial plans, pay off debt, and save for the future. To help you take control of your finances as you […]