An Investment Fiduciary

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...

The Markets Consumers were feeling cautiously optimistic. When people talk about the United States economy, they’re usually referring...

The Markets Nobody likes to balance the budget. Some pundits said Moody’s rating downgrade of U.S. Treasuries was a nothing burger....

The Markets Last week, the U.S. stock market showed why it’s a good idea to stay invested through bouts of volatility. Major U.S....

The Markets The winds of uncertainty are blowing, and the waters are choppy. In recent weeks, United States stock markets saw steady...

The Markets American companies did well in the first quarter. During earnings season, publicly held companies tell investors how they...

The Markets How’s everybody feeling? If you said, “Not great,” you’re not alone. There is an abundance of negative sentiment today....

The Markets All eyes on the bond market. The scale of the tariffs introduced by the administration shocked investors, sparking a...

The Markets Risk-on. Risk-off. If you read the financial press, you may have seen the terms “risk-on” and “risk-off”. When investing,...

The Markets The market whisperer… Last week, the Federal Reserve (Fed) left the federal funds rate unchanged, and Fed Chair Jerome...

The Markets What do weather and investing have in common? From 1991 to 2020, the average temperature of the United States was 54.7°...