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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...

Market & Portfolio Review

Has Disinflation Arrived? In this week’s stock market update, we will discuss the implications of the most recent inflation report and what it means for your money. Specifically, we are going to break down what we believe is the path of least resistance for the stock...