Blog
5 Big Mistakes Investors Make
For the past 22 years, I have had the privilege of assisting individuals who sought investment and retirement council.
Helpful Information for Filing 2021 Income Taxes and Proactive Tax Planning for 2022
Market Volatility: A Normal Part of the Investment Experience
Baseball legend Yogi Berra once said, “It’s tough to make predictions, especially about the future.”
Quarterly Economic Update Fourth Quarter 2021
2021 closed as a banner year for many investors. Although the year ended with both winners and losers, in retrospect, the sudden recession created by the COVID pandemic in 2020,,,
Research
Refinancing ZIRP | Weekly Market Commentary | February 24, 2025
The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve’s (Fed) shift from a zero interest-rate policy (ZIRP) coincides with a substantial $7.5 trillion refinancing cycle, markets are also preparing for another round of debt ceiling negotiations.
Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025
Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending.
Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
Expected continued steady economic growth should enable corporate America to grow profits at or near a double digit pace in 2025.
U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Exceptionalism.
