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INSIGHT
The Fed signals "a new phase"

The Federal Reserve reduced the short-term interest rate by one-quarter percent on December 18th, but its accompanying economic projections combined …

YUNG-YU MA, PH.D.
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2025 Outlook – The name of the game

Financial markets are always subject to crosscurrents. In both 2023 and 2024, despite high interest rates, our expectation of an economic soft landin…

YUNG-YU MA, PH.D.
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Chance or choice: Building a life of prosperity and well-being

When it comes to financial planning, women have unique opportunities and challenges. In addition, many women are forgoing marriage and living alone. …

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Year-end planning strategies to consider before 2025

As we approach the end of 2024 and start to think back on the year’s global, national, and local events, do not forget to reflect on your personal hi…

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Mid-week Market Update 08-07-2024

August 7 Mid-week Market UpdateClick here to view this week's market update     ______________ See Disclosure

YUNG-YU MA, PH.D.
Equity Markets
Equity Markets
Equity Markets
INSIGHT
All at Once

Current Market News. Recent equity market declines have been driven by a confluence of factors, including deteriorating economic data, heightened pol…

YUNG-YU MA, PH.D.
Election button & flag
Election button & flag
Election button & flag
INSIGHT
August 2024 - Market Insights: Behind the curtain of election uncertainty

Election uncertainty may pose a near-term challenge for the markets. The potential impacts of various election outcomes is solely from the perspectiv…

YUNG-YU MA, PH.D.
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Mid-week Market Update 08-01-2024

August 1 Mid-week Market UpdateClick here to view this week's market update     ______________ See Disclosure

YUNG-YU MA, PH.D.
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Mid-week Market Update 07-24-2024

July 24 Mid-week Market UpdateClick here to view this week's market update     ______________ See Disclosure

YUNG-YU MA, PH.D.
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Family Business Succession Planning: 10 Tips for Success

All family-owned enterprises reach a point that requires tough decisions about charting a path for the company’s future: Who is next in line to take …