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HomeInsights
November 18, 2024
Insights

Recap: Major General (Ret.) James A. “Spider” Marks

https://www.youtube.com/watch?v=DUBWkw-kxUISUMMARY Major General (Ret.) James A. “Spider” Marks discusses 5 key strategic issues globally and more in this insightful we

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August 22, 2024
Insights

Productivity Miracle

The US Stock Market, as represented by the S&P500, is trading near an all-time high. How can this be the case when economist are warning us of a potential hard landing accompan

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August 2, 2024
Insights

How Markets Typically Respond During the Last 3 Months of a Presidential Election

The final stretch of a U.S. presidential election is a period marked by heightened political uncertainty, often leading to volatility in financial markets. Investors and analysts c

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July 12, 2024
Insights

Interest Rate Game Plan

As we reach the midpoint of 2024, the economic landscape presents a mix of opportunities and challenges for investors. The topics on most investors’ minds are related to Inte

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April 3, 2024
Insights

Artificial Intelligence

As of the end of March 2024, Nvidia (NVDA) has added over $1 Trillion in equity market capitalization this year alone! To put that into perspective, there are only 5 publicly trade

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January 31, 2024
Insights

What Past Election Results Can Tell Us About The Markets

As we try to provide our clients with as much knowledge and insight as possible, the number one question we’ve been asked in recent months is “How will the 2024 Electio

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January 12, 2024
Insights

Navigating 2024

As we close out 2023 and move into 2024, this is the time of the year where many pundits on Wall Street issue their year-ahead forecast. To be honest, in my 26-year career, I have

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December 1, 2023
Insights

Headwinds and Tailwinds

The seasonality of the markets has not disappointed us so far as investors in 2023. I’m referring to the Winter months (November-to April). On October 23rd, the 10-year US Treasu

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August 16, 2023
Insights

Have Fears of a Possible Recession Been Pushed Out?

Following one of the most challenging years for equities in more than a decade, stocks have rebounded sharply in 2023 as investors have celebrated better-than-expected corporate ea

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June 9, 2023
Insights

Growth Stocks Continue to Win in 2023

“Skate to where the puck is going, not to where it has been”, Wayne Gretzky. The Consumer Sentiment Index hit a bottom in December 2022 at 59.7 and set the stage for investors

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

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Insights
Recap: Major General (Ret.) James A. “Spider” Marks
Announcements
Save The Date: Major Discusses Increase In Tensions Around The World
Insights
Productivity Miracle

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