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Insights

From Santa to the Easter Bunny: Rally Momentum or Melt-Up Zone Ahead?

April 4, 2024
Read time: 14 minutes “Sell in May and Go Away.” — An old investment adage with roots...
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The Big Picture Final Chapter: Worker Productivity

April 4, 2024
Read time: 9 minutes Over the last year, I have written about my longer-term vision of economic and...
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Looking for a Melt-Up, a Meltdown, or Just a Solid Year? We Like Door No. 3!

March 6, 2024
Read time: 16 minutes “We’re runnin’ outta time So, tonight we’re gonna party like it’s 1999.” –...
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The Big Picture: GDP Growth and Productivity

March 5, 2024
Read time: 12 minutes Over the last 12 months, I have been writing about my longer-term vision of...
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Can the 2023 “Goldilocks” Economy Continue in 2024?

February 5, 2024
Read time: 6 minutes The numbers are in—no more guessing about growth levels or inflation rates for 2023....
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Solid Results and Finish to 2023. Back to Normal Is Our Theme for 2024.

January 4, 2024
Read time: 10 minutes Our theme for the equity market as we approached 2023 was: 2023 is likely...
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Soft Landing Highly Probable Despite Above-Normal Recession Risk  

January 4, 2024
Read time: 12 minutes It’s that time of the year when it is appropriate to look forward to...
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Our 2024 View: Overall Economic Growth Is Slowing

December 14, 2023
Read time: 8 minutes For those who didn’t experience “The Tonight Show Starring Johnny Carson,” he used to...
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More to Celebrate Than Fear as We Head Into 2024

December 14, 2023
Read time: 16 minutes “By rationally looking at long-term trends instead of viscerally reacting to the horror story...
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Why We’re Cautious Near Term and Constructive Longer Term. The Key Is Rates.

November 3, 2023
Read time: 16 minutes As we near year-end, we are cautious about S&P 500 returns in the near...
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U.S. Macro Economy Growing, Albeit Slowly

November 3, 2023
Read time: 9 minutes On Nov. 1, the Bureau of Economic Analysis (BEA) released its first report concerning...
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Stock Market or Market of Stocks?

October 6, 2023
Read time: 10 minutes Over my 40+ years of being involved in the business of professional investment practice,...
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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

#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
#134

Estate Planning: Protect Your Legacy & Avoid These Mistakes

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February 29, 2024
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