Markets around the world were up from 3 percent to 6 percent last month and up by double digits across the board for the year. The lack of a recession drove these positive results, with job growth and consumer confidence remaining healthy.
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Economic Release Snapshot: A Busy Start to the Year
Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.
Economic Release Snapshot: Consumer Confidence on the Upswing
Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.
What’s the Outlook for the 60/40 Portfolio?
Is it time to start thinking differently about asset allocation, or does the 60/40 portfolio still make sense? That was the question for members of our Investment Management and Research team—and the topic made for some lively discussion.
Watch the video below to hear what the team thinks about this longstanding investment strategy. And if you’re looking for a broader economic and market view, click on 2024 Outlook in the sidebar to your right.
Monthly Market Risk Update: December 2023 [SlideShare]
Equity markets rebounded in November, with all three major U.S. indices up for the month. The S&P 500 gained 9.13 percent, while the Dow Jones Industrial Average was up 9.15 percent in November. The Nasdaq Composite led the way, with the technology-heavy index rising 10.83 percent. Falling interest rates supported higher valuations, leading to positive returns for stocks.
Taking the Long View: Where Will the Economy and Markets Be in 2028?
When we put together economic and market outlooks, we typically focus on the near term—the next month, the next quarter, or the next year. As the great philosopher Yogi Berra noted, “It’s tough to make predictions, especially about the future.” So, we tend to stay close to the present, where we know more and can at least set some reasonable expectations.
Olivia has joined Riverstone Wealth Partners providing knowledge gained from her 15 plus years in management. Olivia has provided services within the financial industry, mortgage industry, and in the non-profit sector. Olivia thrives on providing stellar customer service, accomplishing all goals set before her, and doing the right thing. Olivia’s degree in Business Management allowed her to take on roles that ultimately led her to Riverstone Wealth Partners. Olivia is currently pursuing another degree with an emphasizes in Human Resources, which she has learned over time… is her passion!
Director of Operations
Ashley has been working in the customer service field since she started her first job at age 16. For the past ten years she worked in an office setting handling accounts payable and receivable as well as some receptionist work. She is very excited to learn more about the investment field.
Alec joined Riverstone after starting out his post college career on the operations side of an international logistics company working as an account executive. Graduating with a BA in Economics from the University of Illinois at Urbana-Champaign, he quickly developed a strong interest in the financial world. A lifetime resident of the Chicagoland area, Alec is an avid fan of his hometown sports teams. He is also an enthusiast of outdoor activities like fishing, camping, and hiking whenever possible.
Carol has a wide variety of experiences and has worked mainly with not-for-profit organizations. She spent 20 years in fundraising and 15 years teaching in the Illinois school system while she raised her younger children. Carol lives in Sugar Grove with her husband, Ron, and their Golden Retriever, Charley. She has four children and two grandchildren. When she’s not working, Carol enjoys spending time with friends and family, running, fishing, bible study, and watching her grandchildren play sports.
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor Assistant
Registered Relationship Assistant