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Insights

Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning

May 2, 2025
Read time: 10 minutes As management theorist and author Peter Drucker said, “The greatest danger in times of...
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Economic Outlook: A Wild Coaster Ride

May 2, 2025
Read time: 9 minutes When I was a child, my parents took us children to Disneyland one summer....
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Respect Rising Risk and Volatility, but Hold Your Ground

April 7, 2025
Read time: 14 minutes Stock price behavior felt a little crazy in March, sort of like the madness...
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Recession Not on Immediate Horizon

April 7, 2025
Read time: 7 minutes Dr. Bob Dieli, who now owns and manages his own economic advisory firm, and...
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Economic Outlook: Update: Three Yards and a Cloud of Dust

March 6, 2025
Read time: 9 minutes I delivered my core 2025 economic outlook late in 2024, suggesting that we would...
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Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!

March 6, 2025
Read time: 12 minutes 2025 has simply been boring and status quo, right? There’s not much going on...
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Economic Outlook: Initial Take on Trump’s Four Buckets

February 7, 2025
Read time: 8 minutes I feel better about some of my past economic calls that haven’t panned out....
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Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!

January 3, 2025
Read time: 12 minutes “The greatest danger in times of turbulence is not the turbulence; it is to...
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Economic Outlook: Modeled Economic Impact of Trump Plans

January 2, 2025
Read time: 10 minutes Happy New Year! Now that the presidential election is over, some are asking about...
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Three Yards and a Cloud of Dust: Alternative Economic Scenarios

December 12, 2024
Read time: 8 minutes Last month we published our “core” economic call for 2025 entitled “Three Yards and...
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Too Much of a Good Thing in 2024—Or Riches Deserved?

December 4, 2024
Read time: 12 minutes “It is possible to have too much of a good thing.” – Greek...
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Economic Outlook 2025: Three Yards and a Cloud of Dust 

November 6, 2024
Since 1950, the average annual growth rate of U.S. gross domestic product (GDP) has been 3.2%. 1 But as...
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Podcasts

Your Life Simplified

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

LATEST EPISODES

#158

Estate Planning for Blended Families

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May 1, 2025
#157

Teach Your Child to Be Financially Independent

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April 17, 2025
#156

Raising Financially Savvy Children

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April 3, 2025
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