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Thursday, May 25, 2023

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...

Thursday, May 11, 2023

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...

Wednesday, April 12, 2023

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...

Tuesday, March 21, 2023

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...

Thursday, January 12, 2023

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...

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Friday, December 9, 2022

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...

Tuesday, November 29, 2022

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...

Wednesday, November 9, 2022

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...

Thursday, October 13, 2022

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...

Thursday, September 8, 2022

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...

Tuesday, August 30, 2022

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...

Monday, August 8, 2022

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...

Monday, July 18, 2022

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...

Wednesday, June 29, 2022

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...