Today’s Market, and Staying Invested
Happy December! Historically, this part of the year tends to see minimal volatility, but, as we already know, 2020 and 2021 continue to be the exception – so why would this...
Earnings Recap: Q3 2021
So far, the “important” part of earnings season is essentially over, and the results are better-than-expected. Companies have cited margin issues and supply chain...
Powell is Renominated!
This morning, President Biden renominated the current Fed Chairman, Jay Powell, for another 4-year term. Lael Brainard, who was also in the running, will become the next...
Inflation is Becoming a REAL Political Problem
Inflation has been a major headline the last 18 months as market participants digested the unprecedented government response to the pandemic (i.e., monetary and fiscal...
What’s Happening with Oil?
With OPEC in the news and many countries clamoring for more oil (including President Biden), we figured an update was due…please reach out to the author at [email protected] if...
President Biden, We NEED an Answer…
The yield curve had a massive flattening this week. The short end of curve rose sharply while the long end of the curve declined by nearly the same amount. Simply put, the...
Will He Stay or Will He Go?
Fed Chairman Powell’s four-year term ends on February 5th, 2022. Historically, appointments (by the President) are typically made in October or early November for upcoming...
What is Stagflation?
Stagflation has been a buzzword here lately – side note, I think that buzzwords are for the birds, much like this topic. I believe that today’s façade of stagflation will...
Earnings Preview: Q3 2021
It’s the most wonderful time of the year – Q3 2021 earnings kick off week. We believe that it’s a make-or-break quarter with all eyes on margins and supply chains and for...
A Winner for Advisors: More Equity Sleeves
As we ramped up our portfolio consulting services a few years back, we noticed the opportunity advisors had if they were able to integrate individual securities into...
Explore the Content Hub
Premium Reports for Wealth Management Firms