An Investment Fiduciary

The Markets Another record high for the Standard & Poor’s (S&P) 500 Index! Last week, the S&P 500 Index hit its 25th record high for...

The Markets Overall, May was a good month for investors. The adage, “Sell in May and go away,” would have been poor advice last month....

The Markets Perception versus reality. A recent Harris poll, conducted on behalf of The Guardian newspaper, found that there is some...

The Markets Reading the economic tea leaves. Tasseography practitioners read tea leaves to forecast the future. Some economic data serve...

The Markets Higher rates are doing what they’re supposed to do. Last week, Federal Reserve officials spoke about keeping the federal...

The Markets What will the Federal Reserve do? Uncertainty about the direction and timing of Fed rate cuts is causing stock markets in the...

The Markets The economy appears to be slowing down. Last week, many investors were focused on economic data. The Personal Consumption...

The Markets Investors have been recalibrating their expectations. There is a lot going on in the world that could affect the value of...

The Markets Inflation and geopolitics and earnings. Oh, my! It was a rough week for stock markets. “The S&P 500 closed 1.5% lower on...

The Markets The bull charged from October 2023 through March 2024. Last week, it took a breather. Optimistic may be the best word to...

The Markets What do dieters have in common with the Federal Reserve? If you’ve ever dieted, you may be familiar with the weight-loss...

The Markets The central banks have spoken. No one expected the United States Federal Reserve to announce a rate change last week – and it...

The Markets Here’s the tea on stock markets and presidential elections. Last week, a slew of headlines mentioned stock market bubbles and...

The Markets The week got off to a good start... In testimony before House and Senate committees, Federal Reserve (Fed) Chair Jerome...

The Markets The bull market is alive and well. “We know what investors are thinking,” reported Jacob Sonenshine of Barron’s. “The gains...

The Markets Optimism abounds! Enthusiasm for everything related to artificial intelligence (AI) drove a global stock market rally last...

The Markets Don’t fight the Fed. The Federal Reserve (Fed) is the central bank of the United States. A longstanding bit of investment...

The Markets We’ve been hearing a lot about layoffs. Last week, the January 2024 Challenger Report found that employers based in the...

The Markets Are you feeling optimistic or pessimistic? Consumers are a force to be reckoned with – and we’re all consumers. We buy coats...

The Markets Is inflation retreating? Last week, we received a lot of information about inflation. Some seemed to support the idea that...