News & 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
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
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
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
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
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
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
Focus On The Destination, Not The Noise…
More than 50 years ago, Benjamin Graham, the ‘Father of Value Investing,’ observed; “In the short run the market is a voting machine, but in the long run, it is a weighing ma
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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