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Market and Portfolio Review

Avoiding the Dumpster Fire The investment industry likes to make things sound complicated, but it is often not. The Federal Reserve is now tightening financial conditions at a faster pace and draining liquidity INTO an economic slowdown. The projected pivot away from...

Market & Portfolio Review

Tip Toeing Through September Over the next couple of weeks, we expect economic growth to cool further and the Federal Reserve to increase interest rates by another 75 bps. In the short term, this increases the risk that volatility may increase and that stock prices...

Market & Portfolio Review

Jackson Hole – Now What? All we can say is THANK GOD that the Jackson Hole conference is done! The number of articles and TV spots speculating on what will be said, or won’t be said and how it will be said, is enough to drive any levelheaded person to insanity. With...

Market & Portfolio Review

Is This the Recession? In this week’s stock market review, we are going to review the strength of the U.S. economy, the risk of a recession, and what we think it all means for stocks and your money over the short and long term. Short term, we will review the state of...
Fixed Indexed Annuities Beat Out Bonds

Fixed Indexed Annuities Beat Out Bonds

The lede:  Advisors have long had a love/hate relationship with annuities. But with bond yields at such low levels, advisors are often at pains to find other ways of de-risking their clients’ portfolios, especially as they approach retirement. In his latest research,...