Blog & Market Commentary

Blog & Market Commentary

A man in a suit smiles in front of a blurred office background. Text reads: Economic and Market Perspective: A Deeper Look At The U.S. Labor Market And How It Continues To Support Consumer Spending. Ross Bramwell, CFA, HB Wealth.

A Deeper Look At The U.S. Labor Market And How It Continues To Support Consumer Spending

Last month, we discussed how recent inflation data could influence the Federal Reserve’s (Fed) decision…

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Alternatives: Time for a Rethink?

A $17 trillion boom in alternative assets (“alts”) opens the floodgates of the asset management…

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Aging Solo: Planning Your Healthcare Needs and Wishes

For many newly single women, one of the most important, and sometimes overlooked, aspects of…

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Life Changes. So Did The Law: What the One Big Beautiful Bill Act Means for Your Estate Plan

Ever since the passage of the “Tax Cuts and Jobs Act” (TCJA) in 2017, taxpayers,…

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Protecting The Suddenly Single Woman Online

A common concern addressed during client meetings this past year was “How do I protect…

A smiling older man with gray hair and a beard stands with arms crossed, wearing sunglasses and a striped shirt, in front of a marina with blurred boats in the background on a sunny day.

You Can Outsource More Than You Think: A Lifestyle Strategy for Busy Professionals

Success brings freedom, but it also brings complexity. The more you achieve, the more your…

A smiling man in a suit is shown next to text that reads, Economic and Market Perspective: An Update On The Fed’s Dilemma and Q2 Earnings, with his name and title, Ross Bramwell, CFA, Managing Director of Investment Communications.

An Update on the Fed’s Dilemma & Q2 Earnings

As we move into fall, we are watching several topics that we highlighted in this…

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Overview Of The “One Big Beautiful Bill”

On July 4, 2025, President Trump signed into law a sweeping bill commonly known as…

HB Economic & Investment Outlook – Q2 2025

In this video, Ross Bramwell gives our current commentary on the markets and the economy….

A view from midfield looking toward the end zone in an empty football stadium, with bright green turf and white yard lines under a clear sky.

It’s Halftime

Just like that, in the blink of an eye, 2025 is halfway over. We’ve hit…

An elderly couple sits together on a wooden dock overlooking a calm lake, surrounded by trees and mountains, with warm sunlight illuminating the peaceful landscape.

You Maxed Out Your Retirement Accounts. Now What?

For high earners who’ve already checked the box on maxing out 401(k)s, IRAs, and HSAs,…

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The Leadership Legacy: Beyond Wealth, What Will Your Family Inherit?

The wealth of a family isn’t measured just in dollars—it’s measured in values, vision, and…

What We’re Watching As Summer Begins

In this video, Ross Bramwell covers a couple of topics we’re watching as summer begins:…

A person holds up a black graduation cap with an orange tassel against a bright, blurred outdoor background, symbolizing achievement and celebration.

What Is Your Graduate Graduating To?

For many, the end of the school year marks the season of graduations. It’s a…

A blog graphic with the title Planning For Summer Break As A Single Mom by Tricia Mulcare. Text offers advice for single moms during summer. At the bottom right is a smiling woman with wavy hair in front of a red gradient background.

Planning for Summer Break As A Single Mom

Summer break is just around the corner, and as a newly single mom, you might…

A smiling woman with shoulder-length blonde hair stands in front of a maroon background with text congratulating graduates and offering financial advice for education savings.

Congratulations, Graduates!

Cheers to you and your parents for reaching this exciting milestone! For Parents of College…

A promotional graphic for a blog titled The Inheritance Dilemma: How To Leave Wealth Without Leaving Ruin, featuring text about estate planning and a smiling woman with straight brown hair on a pink gradient background.

The Inheritance Dilemma: How To Leave Wealth Without Leaving Ruin

Having practiced estate planning law for nearly two decades, I have come to strongly believe…

A man in a suit stands in front of a pink-red gradient background with text discussing whether a multi-family office (MFO) firm can deliver single-family office (SFO) services, featuring a blog by Bill Bolen, CFP®, CFA.

How Do You Know If Your MFO Firm Can Really Deliver SFO Services?

In prior blogs in this HB Family Office series, we have talked about the definition…

A business blog graphic titled Pros And Cons Of A Single-Family Office (SFO) Vs. A Multi-Family Office (MFO) with a photo of a man in a suit against a red background and blog details listed on the left.

Pros And Cons Of A Single-Family Office (SFO) Vs. A Multi-Family Offices (MFO)

In past blogs, we have reviewed what it means to have a family office of…

Economic Update As We Await Progress On Tariff Negotiations

At the beginning of 2025, the U.S. economy was in good shape. The labor market…

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