by JD Gardner | Dec 4, 2024 | Market Updates
Thanksgiving is my wife’s favorite holiday, and because of that, we make the long trek to Cincinnati, Ohio every November. There are a number of traditions, but they all surround the main attraction – her Grandmother’s house, aka “106”. Her grandparents have been gone...
by JD Gardner | Nov 4, 2024 | Market Updates
It’s the weekend before the election and I want this month’s note to serve as a quick reminder of What Matters. The linked post is from July of this year and we wouldn’t change a word. If you need more election specific commentary, Dave wrote an incredible Election...
by JD Gardner | Oct 2, 2024 | Market Updates
The Fed cut 50bps in September and expects more rate cuts to come. They are not alone as central banks around the world are cutting rates. September saw the most rate cuts since 2020. JL digs further into the Fed’s positioning in a great post last week:...
by JD Gardner | Sep 4, 2024 | Market Updates
Brian wrote a post last week that’s relevant to this month’s writeup. It’s worth a few minutes of your time as it provides perspective around how you should think about investing your hard earned money: The Lost Century in Bonds. Volatility is not risk, and the...
by JD Gardner | Aug 5, 2024 | Market Updates
Real-Time Update I started this note with markets at all-time highs, or close to it. As I type, we are now in a ~8% pullback. VIX hit 65 this morning (August 5th). This type of market action makes July’s note even more relevant. Please hit us with any...
