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Insights

Thought Leadership

At Collective Family Office, we spend a great deal of time understanding the economy and the markets, so you don't have to.  But it's a good idea to understand the basics, ask informed questions, and have a few ideas of your own. Understanding the basics and current trends will help you speak confidently with us about your goals and make clear decisions for your life and business.

ChatGPT, Artificial Intelligence, and Investing

David Sivel | Feb 10, 2023

4Q2022 Quarterly Market Review

David Sivel | Jan 15, 2023

2022 Year End Letter to Investors

David Sivel | Jan 10, 2023

3Q2022 Quarterly Market Review

David Sivel | Oct 10, 2022

The Federal Reserve and Its Fight Against Inflation

David Sivel | Sep 22, 2022

2Q2022 Quarterly Market Review

David Sivel | Jul 1, 2022

Remaining Calm Amidst High Inflation and Bear Markets

David Sivel | Jun 16, 2022

Should I Be Concerned About the Markets?

David Sivel | Apr 26, 2022

1Q2022 Quarterly Market Review

David Sivel | Apr 19, 2022

Insights in Volatile Times

David Sivel | Feb 25, 2022

Market Corrections and the Flight to Value

David Sivel | Feb 7, 2022

4Q2021 Quarterly Market Review

David Sivel | Jan 20, 2022

2021 Year End Letter to Investors

David Sivel | Jan 7, 2022
Life Insurance And Estate Planning | Collective Family Office

Consider Reevaluating Your Life Insurance Trust (ILIT) Before Year End

David Sivel | Oct 12, 2021
3Q Quarterly market update 2021 | Collective Family Office PA

3Q2021 Quarterly Market Review

David Sivel | Oct 8, 2021
Preparing For Bond Tampering In PA | Collective Family Office

Preparing for Bond Tampering

David Sivel | Sep 13, 2021
2Q Quarterly market update 2021 | Collective Family Office PA

2Q2021 Quarterly Market Review

David Sivel | Jul 1, 2021

1Q2021 Quarterly Market Review

David Sivel | Apr 6, 2021

Stronger Growth Ahead: Reflation and the Economic Boom

David Sivel | Mar 1, 2021

4Q2020 Quarterly Market Review

David Sivel | Jan 11, 2021

Implications of a Democratic Senate

David Sivel | Jan 7, 2021

2020 Letter to Investors

David Sivel | Jan 1, 2021

Repositioning Portolios for the Next Expansion

David Sivel | Oct 27, 2020

3Q2020 Quarterly Market Review

David Sivel | Oct 8, 2020

The Elections and Taxes

David Sivel | Aug 21, 2020

2Q2020 Quarterly Market Review

David Sivel | Jul 7, 2020

Daddy Where Do Dollars Come From

David Sivel | May 27, 2020

Estate Planning in a Low Interest Rate Environment

David Sivel | May 7, 2020

Special Market Update: Why Isn't the Market More Worried About the Social Distancing Recession?

David Sivel | Apr 21, 2020

1Q2020 Quarterly Market Review

David Sivel | Apr 6, 2020

Special Market Update: The Baby with the Bath Water - The World is Not Ending

David Sivel | Mar 23, 2020

Special Market Update: Monetary Policy is Not Enough. Healthcare and Fiscal Policy Needed to Stabilize Markets

David Sivel | Mar 17, 2020

How to Take Advantage of a Low Rate Environment and Market Correction

David Sivel | Mar 4, 2020

Special Market Update: Coronavirus and the Markets - Resist the Temptation to Sell

David Sivel | Feb 26, 2020

Special Market Update: Brexit, Coronavirus, and 4th Quarter GDP

David Sivel | Feb 3, 2020

4Q2019 Quarterly Market Review

David Sivel | Jan 8, 2020

2019 Letter to Investors

David Sivel | Jan 1, 2020

Special Market Update Federal Reserve Interest Rate Cut

David Sivel | Sep 17, 2019

Special Market Update: Federal Reserve, Tariffs, and Currency Manipulation

David Sivel | Aug 5, 2019

Key Questions for the Long Term Investor

David Sivel | Jul 25, 2019

Timing Isn’t Everything

David Sivel | Jul 3, 2019

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About Us

Wealth Management should encompass not just numbers, but preferences, beliefs, and values. We strive to truly understand what’s most important to our clients.

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235 St Charles Way
Suite 200
York PA 17402
717-893-5057

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