How You Feelin’??
At the end of 2022, economic, investor, and consumer sentiment reached some of the lowest levels in history. Economists and business leaders expected a recession
Insights from NYC: Trump’s Tariff Strategy, Market Trends, and 2025 Investment Outlook
Periodically, I spend time in New York meeting with investment managers, channel partners, and media outlets. While I enjoy Zoom meetings and telephone calls, conversations
W&A Thanksgiving Turkey Leg Award!
Thanksgiving week is upon us, and with it comes a uniquely American opportunity to pause, reflect, and appreciate all that we have.
Investors: Use Historical Context for Increased Comfort
While politics may be polarizing, investors must dispassionately adapt to all environmental shifts. On Tuesday of last week, the United States voted to overhaul our
Ready, Set, Rally!
Investors won after Tuesday’s election as Wednesday produced the highest post-election day returns in history! The S&P 500 large cap index surged 2.5% compared with
The Real October Surprise
While attention fixates on the difference-maker in a hotly contested election, investors shouldn’t overlook the true October surprise this year. For the month of October,
Trick-or-Treat!
Halloween is coming up on Thursday, and that means it’s time to take the kids out to go trick or treating. As a dad of three
Happy Birthday, Baby Bull!
This current bull market turned two years old this week. Over the last 24 months, the S&P 500 has climbed over 60% without experiencing a
How You Feelin’??
At the end of 2022, economic, investor, and consumer sentiment reached some of the lowest levels in history. Economists and business leaders expected a recession
Insights from NYC: Trump’s Tariff Strategy, Market Trends, and 2025 Investment Outlook
Periodically, I spend time in New York meeting with investment managers, channel partners, and media outlets. While I enjoy Zoom meetings and telephone calls, conversations
W&A Thanksgiving Turkey Leg Award!
Thanksgiving week is upon us, and with it comes a uniquely American opportunity to pause, reflect, and appreciate all that we have.
Investors: Use Historical Context for Increased Comfort
While politics may be polarizing, investors must dispassionately adapt to all environmental shifts. On Tuesday of last week, the United States voted to overhaul our
Ready, Set, Rally!
Investors won after Tuesday’s election as Wednesday produced the highest post-election day returns in history! The S&P 500 large cap index surged 2.5% compared with
The Real October Surprise
While attention fixates on the difference-maker in a hotly contested election, investors shouldn’t overlook the true October surprise this year. For the month of October,
Trick-or-Treat!
Halloween is coming up on Thursday, and that means it’s time to take the kids out to go trick or treating. As a dad of three
Happy Birthday, Baby Bull!
This current bull market turned two years old this week. Over the last 24 months, the S&P 500 has climbed over 60% without experiencing a
