Client Portals
Weekly Insights
David S. Waddell

The Elephants Dance!

The Full Story: I am an optimist.  I believe that prosperity always finds a way.  Over the past year, I have missed out on media

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Weekly Insights
David S. Waddell

Give Growth A Chance

The Full Story: This week, President Biden announced his proposal to raise capital gains taxes from 23.8% to 43.4% for those with earnings (wage income

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Weekly Insights
David S. Waddell

The Fundamental and the Fantastical

 The Full Story: The Fundamental  First, take a look at fourth quarter earnings season so far:  Not only are companies beating estimates by a record percentage

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Weekly Insights
David S. Waddell

Why This Market Rises

 The Full Story: Democrats surprised the seemingly permanently–surprised pollsters by securing both Senate seats in Georgia on Tuesday.  With victory, the Democrats now have control of the House of

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Weekly Insights
David S. Waddell

Deficits Widen with Biden!

The Full Story: Markets have begun looking past the election. A Trump victory means another dose of stimulus and a return to the pre-COVID economy

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Weekly Insights
David S. Waddell

Presidential Returns

The Bottom Line:   Presidential election cycles always unnerve investors.  The special circumstances of 2020 add exponents to this condition.  Unfortunately, anxiety often leads to

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Weekly Insights
David S. Waddell

The Contrarians Strike Back

The Full Story: While it’s difficult to point to just one thing that precipitated the cascade lower in tech stocks over the last 10 days,

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Weekly Insights
David S. Waddell

The Folly of Fear

The Full Story: Truly successful investors seem to lack an amygdala.  The amygdala quickly processes information and issues a fight or flight command for our

Read Blog »
Weekly Insights
David S. Waddell

The Elephants Dance!

The Full Story: I am an optimist.  I believe that prosperity always finds a way.  Over the past year, I have missed out on media

Read Blog »
Weekly Insights
David S. Waddell

Give Growth A Chance

The Full Story: This week, President Biden announced his proposal to raise capital gains taxes from 23.8% to 43.4% for those with earnings (wage income

Read Blog »
Weekly Insights
David S. Waddell

The Fundamental and the Fantastical

 The Full Story: The Fundamental  First, take a look at fourth quarter earnings season so far:  Not only are companies beating estimates by a record percentage

Read Blog »
Weekly Insights
David S. Waddell

Why This Market Rises

 The Full Story: Democrats surprised the seemingly permanently–surprised pollsters by securing both Senate seats in Georgia on Tuesday.  With victory, the Democrats now have control of the House of

Read Blog »
Weekly Insights
David S. Waddell

Deficits Widen with Biden!

The Full Story: Markets have begun looking past the election. A Trump victory means another dose of stimulus and a return to the pre-COVID economy

Read Blog »
Weekly Insights
David S. Waddell

Presidential Returns

The Bottom Line:   Presidential election cycles always unnerve investors.  The special circumstances of 2020 add exponents to this condition.  Unfortunately, anxiety often leads to

Read Blog »
Weekly Insights
David S. Waddell

The Contrarians Strike Back

The Full Story: While it’s difficult to point to just one thing that precipitated the cascade lower in tech stocks over the last 10 days,

Read Blog »
Weekly Insights
David S. Waddell

The Folly of Fear

The Full Story: Truly successful investors seem to lack an amygdala.  The amygdala quickly processes information and issues a fight or flight command for our

Read Blog »