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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…
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June 2, 2025
Markets in a Minute - Taco Tuesdays
Week Ending May 30th
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May 19, 2025
Markets in a Minute - Downgraded
Week Ending May 16th
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May 12, 2025
Markets in a Minute - 90 More Days
Week Ending May 9th
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May 5, 2025
Markets in a Minute - Abel-Bodied
Week Ending May 2nd
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April 28, 2025
Markets in a Minute - Kashmir
Week Ending April 25th
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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…
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April 21, 2025
Markets in a Minute - “Be Open to the Future”
Weeks Ending April 17th
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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…
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April 14, 2025
Markets in a Minute - Liberated
Weeks Ending April 4th and April 11th
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April 4, 2025
Uncertainty and Surprise
The S&P 500 Index began the week by moving higher in the first three trading days. The positive return was rapidly reversed Thursday and Friday after President…
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March 31, 2025
Markets in a Minute - Cored & Weaved
Week Ending March 28th
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