“Uncertainty”

Wealth creation through financial markets is inherently volatile—a reality well-documented and widely experienced. Volatility is the cost of pursuing long-term returns, and the steady upward trend of the 2023-24 market may have dulled investors’ awareness of a key...

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...

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...

Where Do We Go From Here?

In unfortunate but typical fashion, September was a rotten performance month for the S&P 500 ending the month down over 4.5%.  I’m reminded during decreasing account values that many of us fall into the temptation of losing sight of the big picture; specifically,...