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April Tested Investors' Souls But We Stand By Our Base Case

April Tested Investors’ Souls, But We Stand By Our Base Case

May 5, 2022
“ And now you know the rest of the story.” — Paul Harvey, Iconic American Radio Broadcaster Stocks...
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Global Economic Slowdown – Recession on the Horizon?

Global Economic Slowdown – Recession on the Horizon?

May 2, 2022
We in the U.S. aren’t alone in our economic concerns. Most of the trends that are negatively affecting our...
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Patience and Poise Is Required…Still Positive but Expect More Sobering Returns for the Year

Patience and Poise Is Required…Still Positive but Expect More Sobering Returns for the Year

April 8, 2022
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been...
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Where is the U.S. Economy Headed? Three Possible Scenarios

Where Is the U.S. Economy Headed? Three Possible Scenarios

April 7, 2022
Many remain concerned about the path of the U.S. economy and subsequently, the U.S. stock market. While it remains my...
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Headlines Creating Jitters and Volatility…Positive Longer-Term Story Remains Intact

March 4, 2022
What goes up must come down Spinnin’ wheel got to go ‘round Talkin’ ‘bout your troubles it’s a cryin’...
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Inflation at 40-Year High: Contributors and Causes

Inflation at 40-Year High: Contributors and Causes

March 4, 2022
Today’s work attempts to address the issue facing the world’s financial system – an upward push in domestic and...
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Inflation and The Federal Reserve – Taking Action

Inflation and The Federal Reserve – Taking Action

February 3, 2022
“If we see inflation persisting at high levels longer than expected, if we have to raise interest rates more...
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Off to A Rough Start to the Year…Patience Should Be Rewarded as 2022 Evolves

Off to a Rough Start to the Year…Patience Should Be Rewarded as 2022 Evolves

February 2, 2022
Come writers and critics Who prophesize with your pen And keep your eyes wide The chance won’t come again...
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Fantastic Close to 2021…What’s In Store for 2022?

Fantastic Close to 2021…What’s In Store for 2022?

January 10, 2022
“You got to let me know…should I stay or should I go?” -Lyrics from the 1980’s hit song...
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2022 Outlook – A Year of Relative Calm

2022 Outlook – A Year of Relative Calm

January 5, 2022
During the latter portions of the year, it is our custom to create the economic outlook for the upcoming...
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Great Year So Far for Returns in 2021, Despite a Weak Close to November…Can the Good Times Continue

Great Year So Far for Returns in 2021, Despite a Weak Close to November…Can the Good Times Continue?

December 3, 2021
“Profits should be based not on optimism but on arithmetic.” –Ben Graham Equity returns have been spectacular...
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Inflation Setting In – Raising Expectations

Inflation Setting In – Raising Expectations

November 4, 2021
Inflation pressures are building. People across the spectrum are asking what inflation will look like going forward. I don’t...
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Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike, Valerie and Katie share need-to-know insights about finances and wealth.

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#66

Take a Deep Breath…Meditation and Mindfulness

December 21, 2021
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#65

Community Involvement: Giving Back So We All Move Forward

November 30, 2021
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#64

Here in My Car: What’s Driving the Auto Industry?

November 5, 2021
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