An Investment Fiduciary

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°...

The Markets   Is it supposed to be doing that? At the end of last year, economists believed the chance of a recession in 2025 was...

The Markets   A difference of opinion. Broadly speaking, there are two types of investors: individual investors and institutional...

The Markets   Why are stock markets wary of tariffs? In two of the last three weeks, tariff announcements led to late week stock market...

The Markets   Optimism headed south on Friday. After rising for most of the week, stock markets lost momentum last Friday as economic...

The Markets   Wait! What just happened? Last week, investors were inundated with market-moving data and news. Stock markets gyrated as...

The Markets   What moves financial markets? The short answer is: Lots of things!  Almost one hundred years ago, Benjamin Graham and David...

The Markets   Bond yields are rising—and they have investors’ attention. Last year, the United States Federal Reserve (Fed) lowered the...

01.06.25 Hello, 2025!   As we head into a new year, it can be helpful to look back at the previous year—and 2024 was a doozy. Stocks in...

The Markets   Consumers were more optimistic. Investors were less so. As we neared the end of 2024, U.S. consumers were feeling...

The Markets   How high can U.S. stocks fly? The U.S. stock market has delivered exceptional performance over the past few years and...