What’s Traction Reading? July 2024
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Evan Barnes’ Choice: LPL Weekly Market Commentary – Key Themes for Stocks in the Second Half of 2024 The first half of 2024 saw strong equity […]
What’s Traction Reading? June 2024
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: Dr. David Kelly – The Wide and Foggy Road Dr. David Kelly of JP Morgan Chase does a good job sharing his insights […]
What’s Traction Reading? May 2024
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: Dr. David Kelly – Commercial Real Estate: Macro Risk or Investment? I suspect the challenges that we have seen in the commercial real […]
What’s Traction Reading? March 2024
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: Barrons – Fed Cuts Depend on Inflation Even More Than Jobs Data, Here’s Why. And 5 Other Things to Know Before Markets Open […]
What’s Traction Reading? February 2024
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: First Trust – Housey’s Income Insights Hopefully we can all say “Happy New Year” as we look forward to 2024 in the fixed […]
The Importance of an Investment Policy Statement
Drew Barnes, CFP® Head of Financial Planning All investors want their portfolio to perform as well as possible. However, not all portfolios are constructed equally. Every investor has differing time horizons, appetites for investment risk, and needs for their portfolio to meet their financial goals. Add in the ever-evolving complexities of the economy and the […]
What’s Traction Reading? January 2024
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: First Trust – Housey’s Income Insights Hopefully we can all say “Happy New Year” as we look forward to 2024 in the fixed […]
What’s Traction Reading? December 2023
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: Barrons – PCE Inflation Data Report As we close out the month of November we saw the S&P 500 have the best month […]
What’s Traction Reading? November 2023
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: Steve Gresham – The Moments that Matter in Family Conversation Earlier this month, I was scrolling through family pictures in the “Camera Roll” […]
What’s Traction Reading? October 2023
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: Egan-Jones – Accidents Waiting to Happen It is easy to become discouraged or at least frustrated with so much negative media coverage as […]