An Investment Fiduciary

The Markets     Emotions were running high in financial markets.   You may recall the week before last ended with the Standard & Poor’s (S&P) 500 Index falling more than two percent after a flare-up in the trade war between the United States and China. It marked the end of the longest streak of trading days without a move of one percent or more since 2020, wrote Connor Smith of Barron’s.   “On Monday, [stocks] bounced much of the way back after President Donald Trump said ove

The Markets     Filling the data void.   Ancient Greek Philosopher Aristotle theorized that nature abhors a void and fills it. Anyone who has ever cleared a garden patch and delayed planting understands the idea. Before long, the empty ground is teeming with opportunistic plants.   The government shutdown created a data void. Usually, the government delivers robust economic data that analysts and investors rely on to better understand where the American economy has been, wher

The Markets     It was a stellar quarter for investors.   The last three months have delivered stock market gains amid signs the economy...

The Markets     The economy is all right.   Last week, revised economic figures showed the United States economy grew faster from April...

The Markets   The Markets   The bulls were running.   Last week, investors rejoiced after the Federal Reserve Open Market Committee...

The Markets   What are your expectations for inflation?   Inflation occurs when the prices of goods and services increase. Last week, the...

The Markets Was the jobs report good news or bad news for the stock market?   In financial markets, sometimes bad news is good. It looked...

The Markets Will the bull market in stocks continue?   There is always a diversity of opinion about whether stocks are headed higher or...

The Markets Was inflation higher, lower, or steady?    Will the Fed lower rates?    Last week, in a much-anticipated speech, Federal...

The Markets Was inflation higher, lower, or steady?    Perspective has a tremendous influence on how we perceive the world around us. If...

The Markets  U.S. companies have been hitting it out of the park!   Earnings season happens four times every year. It’s the period of...

The Markets   Fast as a snail.   In July, the weather in Norfolk, England, was perfectly rainy as Bilbo Sluggins won the World Snail...

The Markets   How fast will an AI-powered economy grow?   Global economic growth has not always been robust. Until the 1700s, economic...

The Markets   This is not the inflation you’re looking for…   In general, everyone who buys goods or services in the United States would...

The Markets   Are financial markets too complacent?   In Aesop’s fable, The Boy Who Cried Wolf , a young shepherd repeatedly raises a...

The Markets   Like riders on a giga coaster, investors experienced fear and exhilaration during the second quarter of 2025.   From April...

The Markets   Major U.S. stock indexes raced to new highs last week.   In a remarkable recovery from April’s double-digit downturn, the...

The Markets   Investors are taking it all in stride.   As Israel and Iran exchanged missile strikes last week, stock markets in the...

The Markets   Investors had a lot to think about last week.   A wealth of positive company and economic news lifted markets for much of...

The Markets   Employment was top of mind for financial markets last week.   Economists and investors hoped May employment information...