Government Policy is Creating Uncertainty Government policy uncertainty has served as the primary catalyst for the current correction in...

Tariff have caused investment uncertainty. The concept of widespread tariffs and with three trading partners having announced retaliatory...

Investing When Inflation is High The Fed’s primary focus has shifted since last summer from the labor markets to inflation and rightly...

Investing in 2024 was Good We’re coming off another great year for investments.    What drove US stocks in 2024?  We credit three main...

Will there be a Santa Claus Rally in 2024? Now that the noise of the election season is over, it is time to return to fundamentals.  That...

Now that we have entered the final quarter of 2024, we seem to be amid a good fundamental scenario for stocks and bonds:  The Federal...

A lot has happened since our last issue, so let’s dive right in and see where we are….   1.Equity markets have recovered most of the...

Weakness in the labor market and fears of a potential recession in the US have rattled global investors.  But we find it hard to believe...

At the risk of sounding like a broken record, as we enter the Dog Days of Summer the “soft landing” scenario remains intact. First half...

Volatility is not an easy thing to live through, but investors must think of it as part of the price they have to pay for the benefit of...