The “Golden Age of America”
We are one week into Trump’s second Presidency, and we can finally begin to separate the wheat from the chaff in terms of the administration’s
A Cycle Comparison
US markets have kicked off 2025 mostly without a clear sense of direction, however the calendar year isn’t necessarily what’s most important during market and
‘Twas the Night Before Christmas!
Before I get to the main course of this holiday blog, let’s briefly review the week that saw US equities have a healthy market correction.
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 “Golden Age of America”
We are one week into Trump’s second Presidency, and we can finally begin to separate the wheat from the chaff in terms of the administration’s
A Cycle Comparison
US markets have kicked off 2025 mostly without a clear sense of direction, however the calendar year isn’t necessarily what’s most important during market and
‘Twas the Night Before Christmas!
Before I get to the main course of this holiday blog, let’s briefly review the week that saw US equities have a healthy market correction.
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
