Quarterly Insights
March 13, 2025
Upcoming Networking Breakfast Speakers & Social Events
January 2, 2025
1Q25 Market Outlook: The Market Rally Continues, but High Valuations Temper Its Rise
October 17, 2024
YOUR 2024 YEAR-END FINANCIAL PLANNING CHECKLIST
August 20, 2024
U.S. Recession Fears Prompt Global Market Sell-Off
July 11, 2024
3Q24 Market Outlook: The Fed is Navigating a Soft-to-No Landing
April 2, 2024
2Q24 Market Outlook: Navigating the New Interest Rate Regime
January 9, 2024
2023: Extraordinary & 2024: A Return to Normal Monetary Policy
December 5, 2023
Your 2023 Year-end Planning Checklist
November 16, 2023
4Q23 Mid-Quarter Update
October 19, 2023
4Q23 Market Outlook
June 30, 2023
3Q23 Market Outlook
April 13, 2023
2Q23 Market Outlook
March 2, 2023
1Q23 Market Outlook
October 24, 2022
4Q22 Market Outlook
April 3, 2022
Portfolio Construction in a Slowing Economy
January 1, 2022
1Q22 Market Outlook
May 16, 2021
Inflation & Employment Concerns
April 6, 2021
2Q21 Market Outlook
March 21, 2021
Revenge of the Bond Nerds
February 21, 2021
The Case for Equities
February 1, 2021
Captivated by GameStop & Other Corporate Zombies
January 12, 2021
2021 Market Outlook
December 6, 2020
2020 Year End Tax & Wealth Planning
November 15, 2020
It’s Always Darkest Before the Dawn
November 1, 2020
The Enduring Market & Patient Investors
September 27, 2020
The Age of Volatility
September 13, 2020
The Fear of High-Tech Valuations
August 30, 2020
The Fed and Inflation
July 19, 2020
On Covid and Fiscal Stimulus
July 19, 2020
Introducing the Red vs Blue Portfolio Election Tracker
June 26, 2020
Investing in a Bifurcated World
June 25, 2020
Personal Financial Website Webinar
June 15, 2020
Answering Investor’s Most Pressing Questions
June 1, 2020
We’ve Got High Hopes
May 25, 2020
Market Outlook & Pandemic Payback
May 18, 2020
What Banking Stocks are Saying about Economic Recovery
May 11, 2020
Unemployment & Market Valuations
May 4, 2020
The Way Forward: Separating the Winners & Losers
April 13, 2020
A Bridge Over Troubled Water
April 6, 2020
How Will We Know We are Winning?
March 30, 2020
The Benefit of Patience & Time
March 23, 2020
COVID 19 Containment – A Necessary Hit to our Economy & Investment Implications
March 20, 2020
Managing During a Period of Unprecedented Uncertainty
March 16, 2020
The Way Forward
March 12, 2020
What Successful Investors Do During Periods of Extreme Market Volatility
February 7, 2020
Q4: 2019 Market Outlook
February 7, 2020
Q3: 2019 Market Outlook
April 8, 2019
Q2: 2019 Market Outlook
February 5, 2019
Q1 2019: 2018 Review & 2019 Investment Outlook
October 1, 2018
Q4 2018: Climbing a Wall of Worry, Part 2
July 1, 2018
Q3 2018: U.S. Economy Climbing a Wall of Worry
April 1, 2018
Q2 2018: Market Outlook
January 1, 2018
Q1 2018: The Year in Review—2017
October 1, 2017
Q4 2017: Can It Keep Going? Powerful Forces & More
July 1, 2017
Q3 2017: Bull Markets, Politics, Threats…And Growth
April 1, 2017
Q2 2017: Post-Inauguration Market Surges Beyond Most Expectations
October 1, 2016
Q4 2016: Market Update
June 27, 2016
Union Jack-Knifed
January 1, 2016