Time to Taper? With Caution…Slow and Steady.   We all saw the news last Friday that the much anticipated Jackson Hole Central Bank Conference will now be a virtual...

The U.S. CPI rose +0.5% m/m and 5.4% y/y in July. The core (ex food & energy) CPI rose +0.3% m/m and 4.3% y/y. While these numbers are more moderate vs. recent months,...

Let’s Party Like it is 1999! No investor ever wants to participate in a “Lost Decade” - domestic U.S. stocks encountered this problem in the 2000s, international caught it...

Performance During Taper Tantrums:   I would consider the cliché idiom, “nothing is certain except death and taxes” to be wrong. Why? Because I would personally add the...

Is the risk off move just a pause in the market after an incredible two quarters to start 2021, or something sinister brewing under the surface? The equity market’s reaction...

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 =...