Blog
Living Trusts: Understanding the Basics and Key Considerations
Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...
Read MoreTrying to Time a Recession?
Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...
Read MoreTop Considerations to Help Adult Children Be Better Prepared As You Age
As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...
Read MoreA Checklist for When a Spouse or Parent Passes
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a...
Read More2023 Market Outlook
THE LATESTThe volatility that the market experienced in 2022 is likely to continue, but our outlook for 2023 has improved. The Fed is trying to thread the needle between slowing growth enough to curtail inflation while at the same time...
Read MoreShow All
Retrospect Volume II
As our first full year at Olistico comes to an end, we wanted to provide another update on the state of the market and some of the events going on within our team. Click below to read Volume II of “Retrospect”.Click Here to...
Read MoreOur Thoughts on Inflation
OUR EXPECTATIONSInflation in 2022 is set to peak at its highest level in four decades, but we think there’s less cause for concern in 2023 and beyond. High demand during a period of easy-money policy combined with supply chain...
Read MoreNovember Market Outlook
WHERE WE WEREThe month of October tends to be the most volatile month of the year with more 1% or greater moves in the market than any other month. Thankfully, those moves have resulted in October being the third best performing month...
Read MoreOctober Market Outlook
WHERE WE WERESeptember 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...
Read MoreSeptember Market Outlook
WHERE WE WEREAugust 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...
Read MoreA Guide to Estate Planning
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...
Read MoreAugust Market Outlook
WHERE WE WEREJuly 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...
Read MoreRetrospect Volume I
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...
Read More7 Money-Smart Tips for Young Professionals
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...
Read More