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2020 Crystal Ball Mid-Year Review

2020 Crystal Ball Mid-Year Review

July 23, 2020
Nothing was calm about the first half of 2020. After one of the worst closes on record to the...
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Focus Forward – The Growth “Mask” Will Likely Shrink

Focus Forward – The Growth “Mask” Will Likely Shrink

July 6, 2020
The world has been focused, rightfully so, on the pandemic. The shutdown and the shape of the economic recovery...
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In Transition…But to Where? We believe to a Good Place!

In Transition…but to Where? We Believe to a Good Place!

July 6, 2020
“There is nothing permanent except change.”       –  Heraclitus, Greek philosopher First Half of the Year Review...
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On the Road to Recovery? We Think So…But Not Looking for Instant Results! Investment Management

On the Road to Recovery? We Think So…But Not Looking for Instant Results!

June 8, 2020
“Take calculated risks. That is quite different from being rash.” — General George Patton The economic data released...
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First Rule of Hole Management Stop Digging

First Rule of Hole Management – Stop Digging

June 8, 2020
When I was at UMB Bank I worked with Jim Moffett, a nationally known foreign stock investor. One of...
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As Capitalists Are On the Way Up, Socialists Are On the Way Down, Market Commentary

As Capitalists Are On the Way Up, Socialists Are On the Way Down

May 8, 2020
I’ve received numerous questions as to the wisdom and to the potential, unintended consequences of the government’s bailout programs,...
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Best Month in the S&P 500 Since 1987…Onward and Upward? Cautious, for Now, Market Commentary

Best Month in the S&P 500 Since 1987…Onward and Upward? Cautious, for Now.

May 8, 2020
“It Ain’t What You Don’t Know That Gets You into Trouble. It’s What You Know for Sure that Just...
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Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

April 14, 2020
Katrina Scott, chief investment officer, and Jeff Krumpelman, chief investment strategist, share their views on why most investors should...
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Recession Upon Us How Deep and How Broad, Market Commentary

Recession Upon Us – How Deep and How Broad

April 6, 2020
This recession is different than what we’ve seen in the past. Typically, recessions are reactions to built excesses or...
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Great Anxiety? Yes. Great Depression? We think Not! Time to Hold your Ground, Market Commentary

Great Anxiety? Yes. Great Depression? We Think Not! Time to Hold Your Ground.

April 6, 2020
“It’s déjà vu all over again.” – Yogi Berra These are sobering times. I have three kids. My...
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What’s the Difference Between a Recession and Depression?

March 27, 2020
“Buddy, Do You Have a Dime?” We can all think back to the time when the stock market...
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Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

March 24, 2020
Our Chief Investment Officer Katrina Scott and Chief Investment Strategist Jeff Krumpelman share their current thoughts on the markets,...
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Difficult Conversations: Long-term Care for Loved Ones

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The Things Retirees Miss

July 7, 2020
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Rip Up Your Resume: How to Win the Job Search

June 8, 2020
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