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It’s that time of the year! Now more than ever, we know investors are looking for ways to cut through the noise. As research and portfolio strategy partners, Ned Davis Research and Trek Financial look to find new ways to examine the market. Additionally, we want to make sure our clients have access to this exclusive insight. We invite you to join us for the upcoming Live Market Update Webinar, featuring a special presentation by Ned Davis Research Group. NDR will provide a short, yet valuable year-end wrap up including their view of the current economy and what current data can tell us about the markets going forward.… READ MORE

Your Supply Chain Questions Answered

Guest Post by Ned Davis Research Global supply chain delays and shortages have become one of the most discussed topics on Wall Street, and Main Street, in recent months. The disfunction in supply chains has been evident in global shipping indexes, which are surging to new or multi-year highs. Why is this happening? Simply put, the global supply chain issues are primarily due to an enormous imbalance in supply and demand, instigated by the pandemic. There has been a sharp increase in global demand, particularly among developed economies. Generous fiscal and monetary stimulus in the developed world not only cushioned… READ MORE

5.9% is the biggest COLA increase in decades. On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This adjustment will begin with benefits payable to more than 64 million Social Security beneficiaries in January 2022. Additionally, increased payments to more than 8 million Supplemental Security Income (SSI) beneficiaries will begin on December 31, 2021.1  Biggest COLA Increase in Decades? While many predicted a bump of as much as 6.1% given recent movement in the Consumer Price Index (CPI),… READ MORE

A Look at the Last Few Months of 2021

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial There is no doubt that September 2021 was a negative month for equity returns. There was little that seemed to work well for investors in the month. Depending on your views, this can be a good or bad sign. Since there is no shortage of opinions offered, possibly the sanest way to approach this is to look at what data is telling us. A fact that most investors understand is that markets do not go up indefinitely without corrections. At times when we have pullbacks it is not a bad… READ MORE


Featuring Special Guest Ned Davis Research

NDR will provide a short, yet valuable year-end wrap up including their view of the current economy and what current data can tell us about the markets going forward. They will also address hot-topic headlines and answer questions live via chat.