An Investment Fiduciary

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...

The Markets And we’re off…to a slow start. Last week, investors appeared to suffer from a New Year’s hangover. The culprit was too much...

The Markets 2023 was a big year for U.S. stocks. The story of 2023 has its roots in 2022, when the Standard & Poor’s (S&P) 500 Index lost...

The Markets Have rates peaked? Last week, at its final policy meeting for 2023, the United States Federal Reserve indicated that rates...

The Markets Still exceeding expectations. Last week, the United States Treasury market rallied. Yields fell and bond prices rose as some...

The Markets We’re cycling along. It’s easy to forget that economic activity tends to move in cycles. A full cycle, known as the business...

The Markets In November, investors were more optimistic than consumers. At the start of November, investors were decidedly bearish....

The Markets Is it done? (We’re not talking about the turkey.) Last week, investors enthusiastically embraced the idea that the Federal...

The Markets Earnings grew in the third quarter. Four times a year, during earnings season, publicly traded companies report how well they...

The Markets Will there be a year-end rally? Last week, there was a lot of speculation about whether the United States will see a year-end...

The Markets The Mark Twain Effect? Historically, economic theory was based on the idea that financial decisions were grounded in rational...

The Markets Stay calm and consider the big picture. Today, investors have a myriad of worries that are creating tremendous uncertainty. A...