Mueller Financial Services Insights
Help pursue your financial goals by staying up to date on all things Mueller Financial Services and wealth management.
November 21, 2022 | Weekly Market Commentary
Playbook for a Fed Pivot: Exploring Equity and Fixed Income Market Performance
Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in the terminal rate near …
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November 14, 2022 | Weekly Market Commentary
Inflation and Rising Rates Supports Value
Printer Friendly Version The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a …
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November 7, 2022 | Weekly Market Commentary
How Midterm Elections May Move Markets
Midterm elections are upon us, with Election Day on Tuesday. Republicans are strongly favored to win the House, and the …
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November 2, 2022 | Client Letter
Looking Ahead
Dear Valued Investor, October is now behind us and it has delivered on its track record as a historically favorable …
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October 31, 2022 | Weekly Market Commentary
Federal Reserve Preview: TRICK or Treat?
Printer Friendly Version With a series of important economic indicators suggesting the economy is declining and inflation is finally …
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October 25, 2022 | Tax Planning
Podcast: Making Lemonade out of Lemons with Tax-Loss Harvesting
You’ve probably heard the popular phrase, “when life gives you lemons, make lemonade.” It means to take a negative situation …
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October 24, 2022 | Weekly Market Commentary
Three Things to Know About Recessions: The 3 D’s
Printer Friendly Version If the U.S. economy enters a recession, the causes and potential outcome will be hotly debated. …
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October 17, 2022 | Weekly Market Commentary
Low Bar for Earnings Season Brings Third Quarter Expectations Down
Expectations are very low for this earnings season. The challenges are many, with intense cost pressures and slowing economic growth …
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October 10, 2022 | Weekly Market Commentary
Pockets of Vulnerability Magnified by Monetary Policy
As Federal Reserve (Fed) officials continue to emphasize the Fed’s commitment towards restoring price stability, the dollar marches ever higher. …
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October 10, 2022 | Firm News
Hollenbeck Promoted to Vice President
Mueller Financial Services, Inc., a Chicago area Wealth Management firm, is pleased to announce the promotion of Wealth Advisor Brennan …
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October 4, 2022 | Education Planning
Podcast: Planning and Saving for Higher Education
Join Wealth Advisor, Alex Helms, for an in-depth discussion on saving for higher education such as College or Trade School. …
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October 3, 2022 | Weekly Market Commentary
Markets on Watch as Xi Jinping’s Influence to be Tested in October
On October 16, China will begin its 20th National Congress of the Chinese Communist Party in Beijing. This plenum is …
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September 26, 2022 | Weekly Market Commentary
Why It May Be Time to Take Advantage of Higher Yields
The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation …
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September 20, 2022 | On-Demand Webinar
On-Demand Webinar: Understanding Healthcare in Retirement: Medicare 101
*Important dates to enroll in, switch or cancel a Medicare plan for 2022 are October 15 through December 7, 2022. …
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September 19, 2022 | Weekly Market Commentary
How Much Higher Can Rates Go?
Inflationary dynamics continue to surprise to the upside, and markets now expect the Fed to pursue one of its most …
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