Select Page

Market & Portfolio Review

The Old Economy Strikes Back After the trauma of the Great Recession, the U.S. economy experienced years of sluggish growth as Americans paid down debt and saved money to repair their balance sheets. Consequently, investors started to pay more for a narrow group of...

Market & Portfolio Update

Shifting Tides After a summer filled with uncertainty due to a surge in the COVID Delta Variant, data shows that cases are dropping, and it appears that confidence in the economic recovery is rising again.  As the short-term distraction of COVID fades from view, we...

Market & Portfolio Review

Making The Turn As COVID cases across the U.S. continue to drop and economic confidence begins to recover after a summer scare, we will discuss the implications for the client portfolios and how we have and plan to position client portfolios as we enter the fourth...

Market & Portfolio Review

Marching Through September As we enter the seasonally choppy period of September, it’s important to note that under the hood of the stock market, there are many cross-currents that investors need to consider.  While the S&P 500 and the NASDAQ are overbought, there...

Market & Portfolio Review

The Coming Oil Shortage In this week’s stock market review, we will review our long-term investment thesis in Energy. The combination of rising demand, plummeting capital investment, and the exhaustion of OPEC spare capacity is setting up the global oil and natural...