BLOG POSTS
Rating Agencies and Burnt Pizza
For those in or near retirement, perhaps the question is, how can I protect my purchasing power and grow my wealth? Can I trust the IOU from Uncle Sam?
Market Perspective & Economic News Recap
News Recap: 1) U.S. economy outperforms expectations, 2) Federal Reserve approves a quarter-percent interest rate hike, and 3) Dow Jones Index experiences a winning streak.
Market Update - July 2023
This on-demand Market Update episode covers several key topics shaping markets and the economy. (video)
Quarterly Letter July 2023
"Ninety percent of the game is half mental." Yogi Berra had a knack for contradictions and finding wisdom in the nonsensical. Read our quarterly check-in on markets and the economy. (Article)
Summer Time Vibes
During periods of higher interest rates, sticky inflation, and below-average consumer sentiment, we believe it is important to remain present in markets with a long-term view.
Exploring Market Breadth
Explore the implications of market breadth and the dynamics of large-cap vs. small-cap stocks. We discuss navigating market shifts and optimizing investment strategies for long-term success.
Servicing the Debt
Servicing the national debt is getting more expensive because of rising debt levels and higher interest rates. Looking ahead, the CBO estimates that in 10 years, the interest cost will approach $1.4 trillion per year. (video)