BLOG POSTS
Raise the Roof
History of the debt ceiling, consider what it means for markets moving forward, and we’ll review what impact a potential resolution or lack thereof could have.
Replay of Market Update - January 2023
A recording of our Quarterly Market Update webinar; we discuss markets, SECURE 2.0, Interest Rates, and more. The full-length and shortened recap video recordings are available here.
All the News from the Weather Report
In the short-term, economic indicators like monthly unemployment numbers, CPI data, and quarterly earning results provide clues to the economy's health.
A Cyclical Economy
Investing can be a series of two steps forward and one step back. We explore past economic cycles by looking at unemployment, stock market performance, and average returns after a market decline.
And That Has Made All the Difference
Was a single choice made while on a leisurely walk in the woods so profound? We discuss long-term investing themes and think about a framework for making choices.
Deflationary and Inflationary Forces
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.
So that Everything Doesn't Happen at Once
We recognize that a diversified portfolio outperforms cash, most of the time. Would holding only cash have fared better than a diversified portfolio?