Equity markets rose to new record highs this week while interest rates remained in the same narrow trading range they’ve been in since early December. It was actually a relatively uneventful week for the markets. Rumors of Congress workin [...]

Another week of Trump shock and awe political news finished on a strong note driven by a de-regulation rally in the financial sector on Friday. Major indices closed the week near all-time highs. Many question marks surfaced this week abou [...]

Let’s start this post out with a caveat: If you ever come across a financial advisor who insists they’ve found the secret to timing the market — RUN! In all seriousness, no one has – nor will – discovered the secret sauce to capitalizing [...]

Our instincts tell us we’ll need to remind ourselves and clients many times of the importance of suppressing political biases, of all stripes, and embrace cold, calculating analysis when it comes to investing. We’ve clearly shifted to a h [...]

Last week was relatively flat in the equity markets while long term bond yields rose. Market momentum over the past month has clearly turned sideways which may reflect a growing realization, even in an all-GOP Washington, that getting thi [...]

Your money is nothing to mess around with. It’s the product of your work and the tool that will allow you to live the life you desire. So, when it comes to managing your money, it’s important to pick the right team. And picking the right [...]

Equity markets again moved sideways last week while interest rates softened a touch with yields falling approximately 0.02% in a parallel shift. An emerging quandary in risk assets seems to be growth and inflation versus growth or inflati [...]