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Gary Grant

Real World Lessons for Small Business Owners

“I’ve sat on both sides of the table—making lending decisions and owning a business. And let me tell you, the view looks very different depending on which chair you’re in.”

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Chart of the Month: Why Hasn't the U.S. Unemployment Rate Risen Further?
Few economic data points receive as much attention as the unemployment rate, which is calculated by dividing the number of unemployed individuals by the total labor force.
8 Best Commodity ETFs for Diversification
Commodities can act as inflation hedges and they are particularly good at hedging against unexpected inflation.
Read on U.S. News & World Report
Market Update: Market Optimism and Lessons from the 1970s
In this month’s Market Update, Senior Portfolio Manager Tyson Romanick discusses the outlook in 2024 after last year's strong economic performance and why we're looking at history in case inflation makes a comeback in order to be prepared. In addition, the Portfolio Managers share an article covering the strong market performance for the month of January.
Chart of the Month: Consumers Start to Expect Lower Interest Rates
The percentage of consumers expecting lower interest rates over the next 12 months rose to nearly 30% from 12%...
Market Update: End-of-Year Recap and 2024 Outlook
In this month’s Market Update, John Cunnison kicks off a new year of monthly market updates with some observations on the markets and economy in 2023 and some thoughts about preparing for the coming year.
Chart of the Month: Rates vs Reality - Why Higher Interest Rates Haven't Impacted the Economy Yet
The Federal Reserve has raised interest rates by more than 5% since March 2022. It’s been the fastest pace of tightening in decades, but data shows the economy has been resilient thus far...
Understanding the Business Lending Ratios Your Bank Cares About
While lenders are in the business of loaning money, they are also risk adverse. Some of the ways they minimize their risk is to analyze certain ratios which will help them determine how risky a loan is before making a loan offer.
Three Key Strategies for Driving the Intangibles of Financial Planning ROI
Quantifying return-on-investment when it comes to financial planning can be tricky.
Read on Asset Digest
Maximizing Your Year-End Charitable Contributions: A Guide to Giving Smart
As the year draws to a close, many of us reflect on our blessings and look for ways to give back.
5 Questions to Ask When Selecting Your Financial Advisor
The process of hiring a financial advisor can often feel like stepping into a complex maze of financial decisions. Here are five questions to ask when meeting with a potential financial advisor that will help you navigate the decision.
7 of the Best Ways to Invest $5,000
Got $5,000 ready to invest? Here's what the experts recommend.
Read on U.S. News
Chart of the Month: Why Interest Rates Could Remain High Heading Into 2024
The current economic environment is drawing comparisons to the 1970s. In the early 1970s, oil prices surged following OPEC’s oil embargo, and U.S. fiscal deficits expanded as government spending increased.
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