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June 16, 2025
Markets in a Minute - Heating Up?
Week Ending June 13th
Markets in a Minute - Heating Up? Read More
June 10, 2025
Dogs of the Dow Performance Ahead of the MAG 7 Return
The Dogs of the Dow investment strategy has generated mixed results over the years but 2025 is proving to be a favorable one for this group of stocks. The year…
Dogs of the Dow Performance Ahead of the MAG 7 Return Read More
June 9, 2025
Markets in a Minute - Bad Breakup
Week Ending June 6th
Markets in a Minute - Bad Breakup Read More
June 8, 2025
Bonds In A Portfolio Making More Sense
Over the long run stocks outperform bonds; however, as an investor approaches retirement age, or near a time when they will rely more heavily on their…
Bonds In A Portfolio Making More Sense Read More
June 2, 2025
Markets in a Minute - Taco Tuesdays
Week Ending May 30th
Markets in a Minute - Taco Tuesdays Read More
May 19, 2025
Markets in a Minute - Downgraded
Week Ending May 16th
Markets in a Minute - Downgraded Read More
May 12, 2025
Markets in a Minute - 90 More Days
Week Ending May 9th
Markets in a Minute - 90 More Days Read More
May 5, 2025
Markets in a Minute - Abel-Bodied
Week Ending May 2nd
Markets in a Minute - Abel-Bodied Read More
April 28, 2025
Markets in a Minute - Kashmir
Week Ending April 25th
Markets in a Minute - Kashmir Read More
April 28, 2025
Checking in on the Consumer
In the U.S. the consumer segment of the economy accounts for approximately 70% of economic activity or GDP. As a result it is important to evaluate how the…
Checking in on the Consumer Read More
April 21, 2025
Markets in a Minute - “Be Open to the Future”
Weeks Ending April 17th
Markets in a Minute - “Be Open to the Future” Read More
April 14, 2025
Spring 2025 Investor Letter: Tariffs and Trade
The end of the first quarter on March 31st seems like a distant past given the tariff and trade news during the first part of April. The S&P 500 Index peaked…
Spring 2025 Investor Letter: Tariffs and Trade Read More
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