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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

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...
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,...

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...

Market & Portfolio Review

Can the Fed Become Your Friend? In this week’s stock market review, we are going to summarize the actions of the Federal Reserve interest rate decision this past Wednesday and what we think is the likely impact on inflation, interest rates, and the stock market...