An Investment Fiduciary

The Markets Consumer sentiment is a lagging indicator. It’s also a contrarian indicator. After rising sharply in June and July, consumer...

The Markets Central bank palooza! While music lovers attended concerts and festivals across the United States, central banks had a...

The Markets Better than expected. In January of this year, the Bloomberg’s MLIV Pulse survey collected and shared investors’ expectations...

The Markets Disinflation was in the air! To the great relief of the Federal Reserve, the American economy has been experiencing...

The Markets Markets are playing Federal Reserve (Fed) Clue. Last week, investors parsed the monthly Employment Situation Summary from the...

The Markets Showing remarkable resilience. Throughout the first half of 2023, the U.S. economy and financial markets proved to be...

The Markets The Artificial Intelligence (AI) Express is traveling fast. Investors are enthusiastic about AI. Late last year, an AI...

The Markets Rebalancing ahead! There is one decision all investors should make: how to allocate the money they’re investing. Asset...

The Markets Leaping over the wall of worry. The “wall of worry” is an obstacle – or set of obstacles – that investors face. This year,...

The Markets As Gomer Pyle used to say, “Surprise, surprise, surprise!” Gomer Pyle USMC was a popular American sitcom in the 1960s. It...

The Markets It’s a three-ring circus! For centuries people have embraced the circus. Enjoying the sticky fluff of cotton candy while...

The Markets Investors aren’t happy, but stocks are up. If you ever participated in a fantasy football league, you may have experienced a...

The Markets Brace yourself! The debt ceiling standoff continues. Consumers aren’t optimistic. The Consumer Sentiment Index fell to a...

The Markets The labor market just keeps growing…and growing… Last week, the April employment report for the United States arrived. It...

The Markets Get real! Despite more than a year of aggressive Federal Reserve rate increases, the United States economy is still growing,...

The Markets Better than expected. It’s earnings season – the time when publicly traded companies report on how profitable they were...

The Markets Keep your eye on the big picture. Last week, there was nothing too surprising in economic and financial news. Inflation...

The Markets Perhaps we should call this a pushmi-pullyu market. The first quarter of 2023 brought Dr. Dolittle’s pushmi-pullyu – the...

The Markets What’s your jam? When you think of fun, are you running an Arctic marathon? Biking to your favorite burger place? Gaming with...

The Markets Unknowns and uncertainty. Financial markets were volatile last week as investors parsed the risks around bank closures,...