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Insights

Trick or treat: A mixed bag
November 7, 2025
Read time: 7 minutes October could best be described as a mixed bag: some good, some bad, but...
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The Fed Talks the Talk, Walks the Walk: Investors Embrace the Fed’s Decision
October 6, 2025
Read time: 12 minutes Mark Twain once said that September is a particularly difficult month to invest in...
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Economic Outlook September 2025: He Blinked
September 8, 2025
Read time: 9 minutes Well, he blinked. What am I referring to? At his recent speech in the...
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The “Center Stage” Question: To Cut or Not to Cut? Market Implications
September 8, 2025
Read time: 19 minutes The current market set-up and drama surrounding the Federal Reserve (the Fed) is center...
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Federal Reserve Sovereignty – An Important Issue
August 5, 2025
Read time: 8 minutes On July 16, capital markets went through a period of whipsaw trading as speculation...
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Sprinting Into the Locker Room at Half-Time! Is this Real or Fear of Missing Out?
July 3, 2025
Read time: 21 minutes No doubt about it, the market is exhibiting some mojo as we close out...
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Economic Outlook: ‘Three Yards and a Cloud of Dust’ Theme Playing Out
July 3, 2025
Read time: 9 minutes I still maintain a 60% probability of our “Three Yards and a Cloud of...
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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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Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

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...
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Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

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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Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott

Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott
March 16, 2020
As markets plunge over continued coronavirus concerns, the Fed slashes its benchmark interest rate to near zero, and headlines...
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Market Update with Jeff Krumpelman

Market Update with Jeff Krumpelman
March 12, 2020
With today’s decline in the market mostly driven by fear of the unknown, our own Jeff Krumpelman gives an...
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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

#169

Built to last: Mariner at 20

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May 14, 2026
#168

You’re ready for Mariner

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April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
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