How the Federal Reserve (Fed) reacts to signals in the economy can give us insights and inform our investment outlook. We discuss deflationary and inflationary forces in the economy.

We recognize that a diversified portfolio outperforms cash, most of the time. Would holding only cash have fared better than a diversified portfolio?

Crypto exchange FTX made headlines as it went from one of the largest companies in the space to filing for Bankruptcy in a matter of days. We discuss FTX, past scandals, and wealth management.

Midterm elections can signal a change in government spending, tax plans, and priorities broadly. But, regardless of which political party holds the reigns, investors generally have a greater sense of clarity post-vote.

Over the next year or so, the government will need to refinance around fifteen percent of its debt at a new, much higher rate. We discuss interest rates and government debt.

When the hands on the economic clock seem stuck at 10 AM, we might believe it will be 10 AM forever. We know from experience that the stock market and the economy experience inflection points, which tend to occur at different times.

A recording of our Quarterly Market Update webinar; we discuss markets, inflation, and more. The full-length and shortened recap video recordings are available here.