Going into this year, a theme for our clients was that “the path of least resistance is up, but we could encounter some type of volatility”. This is exactly what we have...

The concept of Direct Indexing is pretty much as it sounds.  Instead of accessing an index through an ETF or a mutual fund – you directly own the underlying securities. ...

As of May 14th, 91% of the S&P 500 have reported earnings (440 companies). The first quarter of 2021 saw S&P 500 earnings at $48.21, besting Wall Street expectations...

The Q1 Scorecard Source: Bloomberg (As of 3/31/21) TLT = iShares 20+ Year Treasury Bond ETF ($12bn AUM); AGG =  iShares Core U.S. Aggregate Bond ETF ($87bn AUM); LQD =...

Who is John Galt?   President Biden won the electoral college by 74 votes, but he won the “swing states” by only just 65K votes. So, even though it may not look like it...

“Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.”...

In the essence of continuing our inner George Costanza of doing the complete opposite of what normal nomenclature says, we are giving you Part 2 of this series alongside...