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Market & Portfolio

Growth Carnage – The Game Plan In this week’s edition of the Market & Portfolio Review, we are going to update investors on the 2022 game plan to turn performance around, go back on the offensive, and claw back the underperformance our clients experienced in...

Market & Portfolio Review

Peak Inflation/Growth After a very difficult 2021 where active investing was challenged by multiple waves of COVID and inconsistent policy from the Federal Reserve, we are going to spend time this week reviewing the key factors that led to challenged returns in 2021,...

Market & Portfolio Review

A Bear Masked as a Bull While the headline indices are strongly positive year-to-date, it’s incredible to think that the vast majority of stocks on the NYSE are mired in a bear market. This has been made possible by the massive concentration of single stock risk in...

Market & Portfolio Review

Panic or Buy? In this week’s stock market review, we will address the sudden drop in stock prices that hit investors over the past week as fear over COVID and the Fed emerged as key points of concern for traders.  As part of our review, we will isolate each event,...

Market & Portfolio Update

Beware Euphoria Stocks! In this week’s stock market review, we will discuss the importance of managing risk and steering clear of stocks that are trading under euphoric conditions. We will also provide an economic update as we head into the final month of 2021, along...