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Home2025
December 19, 2025
In the Loop

In the Loop – December 19, 2025

The first news article I read Monday morning was titled, “Berkshire Hathaway’s Todd Combs, Investment Lieutenant to Warren Buffet and GEICO CEO, is leaving for JPMorgan”. I t

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November 14, 2025
In the Loop

In the Loop – November 14, 2025

Spending Veteran’s Day at the New York Stock Exchange supporting our friends at Academy Securities during the Closing Bell ceremony was a day I will not forget. We started off th

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October 31, 2025
Insights

Federal Reserve Policy Shift

The Federal Reserve on 10/29/2025 signaled a Policy Change to the market that it will stop QT in December 2025 and resume QE in the first quarter of 2026 at an estimated amount of

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October 24, 2025
In the Loop

In the Loop – October 24, 2025

It is hard to imagine that with the S&P500 close to all-time highs that we are just now entering the historically best months for the markets. Next week 5 of the 7, “Mag 7”, wi

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September 12, 2025
In the Loop

In the Loop – September 12, 2025

Markets finished the week on an encouraging note as investors gained confidence in both the economic outlook and the strength of corporate earnings. August’s Consumer Price Index

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August 15, 2025
In the Loop

In the Loop – August 15, 2025

“In the short run, the market is a voting machine, but in the long run, it is a weighing machine”. This quote is most often attributed to Benjamin Graham, considered the father

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July 18, 2025
In the Loop

In the Loop – July 18, 2025

With The S&P500, Dow Jones Industrial Average and the Nasdaq 100 bumping up on All-Time highs, many of us are asking ourselves the same question. Many want to know if the current m

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June 20, 2025
In the Loop

In the Loop – June 20, 2025

Even though it was a shorten trading week with the markets closed for Juneteenth, there still was plenty of market moving headlines to cover. Let’s start with the Federal Reserve

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May 23, 2025
In the Loop

In the Loop – May 23, 2025

We cruised through last week with hopes that the meetings with China in Switzerland about tariffs were promising and this would reduce the odds of a trade war creating a recession

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April 18, 2025
In the Loop

In the Loop – April 18, 2025

Markets are facing growing uncertainty as trade tensions, tariff concerns, and central bank signals weigh on investor sentiment. Estimating corporate earnings and assigning a fair

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We combine thoughtful, transparent, and methodical investment strategies to financial planning and wealth management.

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