Of Rates And Recession

US equity markets have enjoyed a solid streak of performance over the past eighteen months. The S&P 500 is over 10% positive year-to-date following an impressive +24% performance in 2023, largely buoyed by two tailwinds: hope that the Federal Reserve will decrease...

How Should We Respond?

Reading the headlines and looking at our investment statements can cause anxiety.  There are very real causes for concern between European and Mid-eastern armed conflicts, simmering threats of conflict from the Peoples Republic of China (PRC), and civil division and...

Persistent Inflation & Bank Failures

Here we go again! Volatility re-emerged in March to the extent that the hope-generating year-to-date gains of the S&P500 were all but wiped out.  If you’ve filled up your tank or been to the grocery store recently, you’re aware that inflation is stubbornly...

This Isn’t Fun…but

Regardless of your geographic location, you’re aware that our world continues to face a myriad of uncertainties.  Geopolitical and armed conflict, market volatility, inflation, and a host of economic data points dominate the 24/7 news cycles.  What are we to make of...