Sometimes it is useful to consider the pros and cons for the markets as we currently see them. I am generally positive on the future, and it is easier for me
Some of your eyes glaze over when you see a number - I have seen this in meetings for over two decades now - and that is all right! This blog post is for you
Here is my current thinking:
I am frequently talking with clients firmly placed on both sides of the political aisle who believe that the political quagmire
The S&P 500 is now essentially flat for the last 2-months…and honestly, this is a sign of a healthy market. Healthy markets ebb and flow and work their way up
The Federal Reserve raised rates again last Wednesday. I have discussed this at length from various angles in previous posts, but please understand online
As I write this post, the S&P 500 index stands less than 5% from the all-time closing high of 4,802 achieved on January 2, 2022. However, government-reported
It has been a while since my last post, as we have been very busy repositioning monies and doing new business into some exciting new products. Increased
Here is an article that I think does a pretty good job of summarizing what went wrong with Silicon Valley Bank, and why it is unlikely to have widespread or
After another round of interest rate hikes by the Federal Reserve, the 2-year Treasury hit a 15-year high of 4.266% earlier today. The rate retreated a small
Two pieces today, one on general retirement planning thoughts and one on our current market:
1) You may have noticed in our discussions and meetings I spend
Part of the benefit of writing consistent blog posts is one can look back and see the date where I wrote XYZ and compare it to the current situation. I am not