Quarterly Insights
Phyllis R. Scruggs
June 30, 2021
Quarterly Insights
What I’m Talking About Most to Clients This Quarter
Second Quarter 2021 It’s not inflation. It’s not crypto. Although those topics do come up. It’s rebalancing. Being proactive, not reactive by taking profits when
Phyllis R. Scruggs
June 30, 2021
Weekly Insights
Mid-Year Market Physical
The Full Story: Believe it or not, we have completed nearly 50% of 2021. Now that we have reached the halfway point, it is time
David S. Waddell
June 26, 2021
Weekly Insights
Stop Inflation Hyperventilation
The Full Story: Aside from the crypto crash, investors remained fixated this week on the existential threat of inflation. Per the narrative, higher overall inflation
David S. Waddell
May 23, 2021
Weekly Insights
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
David S. Waddell
May 8, 2021
Weekly Insights
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
David S. Waddell
April 25, 2021
Weekly Insights
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
David S. Waddell
January 31, 2021
Quarterly Insights
What I’m Talking About Most to Clients This Quarter
Second Quarter 2021 It’s not inflation. It’s not crypto. Although those topics do come up. It’s rebalancing. Being proactive, not reactive by taking profits when
Phyllis R. Scruggs
June 30, 2021
Weekly Insights
Mid-Year Market Physical
The Full Story: Believe it or not, we have completed nearly 50% of 2021. Now that we have reached the halfway point, it is time
David S. Waddell
June 26, 2021
Weekly Insights
Stop Inflation Hyperventilation
The Full Story: Aside from the crypto crash, investors remained fixated this week on the existential threat of inflation. Per the narrative, higher overall inflation
David S. Waddell
May 23, 2021
Weekly Insights
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
David S. Waddell
May 8, 2021
Weekly Insights
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
David S. Waddell
April 25, 2021
Weekly Insights
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
David S. Waddell
January 31, 2021
