Client Portals
Weekly Insights
David S. Waddell

Get Your Happy Headlines Here!

The Full Story: Last week, we discussed that, while the market’s math supported a year-end rally, the barrage of negative headlines overwhelmed the positive mathematics,

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Weekly Insights
David S. Waddell

Rally Incarceration

Will the US and Iran enter the middle east conflagration and ignite WWIII? Will our distraction and disfunction compel China to invade Taiwan? Will a

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Weekly Insights
David S. Waddell

Rate-Casting

The Full Story: Thank you to those of our readers who made it to the end of last week’s market missive. I know who you

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Weekly Insights
David S. Waddell

Stumbling Out of the Rally Blocks

The Full Story: The negative-sentiment-to-positive-fundamentals Santa Claus rally we called for last week began with a bang as the Dow rallied nearly 500 points through

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Weekly Insights
David S. Waddell

A Look-See into E and P/E

The Full Story: If you want to know the future value of a chosen market index, you need only to properly forecast two variables. First,

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Quarterly Insights
Phyllis R. Scruggs

Gimme Five… Or Maybe Not??

Third Quarter, 2023 Gimme Five… Or Maybe Not?? Gimme five…or maybe not? Investors are feeling the allure of locking in a guaranteed 5% or more

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Weekly Insights
David S. Waddell

Pullback Plays

The Full Story: Last week’s rally fizzled into this week as long-term interest rates resumed their ascent.  The 10-year Treasury revisited 4.3%, exerting downward pressure

Read Blog »
Weekly Insights
David S. Waddell

Get Your Happy Headlines Here!

The Full Story: Last week, we discussed that, while the market’s math supported a year-end rally, the barrage of negative headlines overwhelmed the positive mathematics,

Read Blog »
Weekly Insights
David S. Waddell

Rally Incarceration

Will the US and Iran enter the middle east conflagration and ignite WWIII? Will our distraction and disfunction compel China to invade Taiwan? Will a

Read Blog »
Weekly Insights
David S. Waddell

Rate-Casting

The Full Story: Thank you to those of our readers who made it to the end of last week’s market missive. I know who you

Read Blog »
Weekly Insights
David S. Waddell

Stumbling Out of the Rally Blocks

The Full Story: The negative-sentiment-to-positive-fundamentals Santa Claus rally we called for last week began with a bang as the Dow rallied nearly 500 points through

Read Blog »
Weekly Insights
David S. Waddell

A Look-See into E and P/E

The Full Story: If you want to know the future value of a chosen market index, you need only to properly forecast two variables. First,

Read Blog »
Quarterly Insights
Phyllis R. Scruggs

Gimme Five… Or Maybe Not??

Third Quarter, 2023 Gimme Five… Or Maybe Not?? Gimme five…or maybe not? Investors are feeling the allure of locking in a guaranteed 5% or more

Read Blog »
Weekly Insights
David S. Waddell

Pullback Plays

The Full Story: Last week’s rally fizzled into this week as long-term interest rates resumed their ascent.  The 10-year Treasury revisited 4.3%, exerting downward pressure

Read Blog »