October 2024 Market Observations
Where We Were Following 2022’s broad declines in equity and fixed income markets, 2023 turned out to be an extraordinary surprise. Equities rallied for the first half, th …
Guide to Recessions
When is the next U.S. recession and how should you prepare for it? Recession has been a huge topic of conversation the last few months with clients, friends, and family. …
3 Steps to Escape Portfolio Panic (+ 2 Ugly Mistakes to Avoid at All Costs)
Is a recession coming? Maybe.
We're in Bear Country. What Now?
Well, it happened. We knew that markets were going to continue their wild ride, and here we are.
Uncertainty vs Reality (Question Inside)
A philosophical question for you before we dive into the latest. Is the world more uncertain right now than it has been in the past?
Recession Ahead? (Hope Inside)
Today, a quick overview of what's going on in the financial and economic world. For a more in depth discussion join us for our quarterly market update on May 3rd at noon …
Hard Times (Hope Inside)
Hard times are here. (I’m still optimistic, though; I'll explain why at the end.) People are dying, running for their lives, and watching everything they’ve worked for go …
What Comes Next?
Some perspective on the grim situation in Ukraine and what could happen in markets. (Need a break from it? Scroll down to the P.S.) The invasion of Ukraine is a serious a …
When Whales Fight
As we consider the tensions driving recent market movements, a Korean folk saying seems apt: “When whales fight, the shrimp’s back is broken.”
Markets are Driven by Numbers, Right?
Earnings, interest rates, expectations of future growth, etc. It's just a math equation. Right? Or is it? Let's discuss.
