Staying Focused and Grounded to Keep You Moving Forward
The U.S. Economy seems to be in good shape. Inflation has subsided from the highs of last year. Third quarter growth is …
Vacation at the Beach or Summertime Blues?
As we reflect on the first half of 2024, the broad market averages have shown promising returns. However, beneath the surface, there …
Steady as She Goes
The markets have been on a roll for the past 5 months. It hasn’t just been the U.S. markets, either. The European …
Three Cheers for 2023!
Wow! November and December were great months in the stock market. After a painful August through October, the markets rallied mightily to …
Rising Rates Causing Pain Across All Asset Classes
The Federal Reserve continues to keep short-term interest rates high. This has helped to bring inflation down from the highs seen last …
Bear Market Over, New Bull Market Underway
How many bear markets have we survived together? Answer: All of them. The number depends on how long you have been a …
Everything, Everywhere, All at Once
It’s been said Bull Markets are born of pessimism, grow on skepticism, mature on optimism and die on euphoria. Could we be …
2022, Don’t Let the Door Hit You on the Way Out
Good riddance to 2022! By all accounts, it was a tough year for every investor. The global stock market shrank by over …
Recession or Business As Usual?
When preparing to write our letter, we review our epistle of three months ago. After doing so, we considered changing the dates, …
“As sure as the spring will follow the winter, prosperity and economic growth will follow recession.”- Bo Bennett
We are in a bear market. A bear market means that the S&P 500 has dropped more than 20% from its recent …