It may not be a week you have marked on your summer calendar, but this past week was referred to as “data week” given the sheer amount of economic data releases that were published in the past four days. Let’s review the highlight reel as well as the main event – the Fed’s rate decision. […]

I had a great discussion this week with clients about the constant nature of risk in investing The topic came up as we were talking about the wild ride we’ve been on in 2025 and how the market has once again reached all time highs – despite a laundry list of risks that remain well […]

If you’ve been following the news lately, there is considerable coverage of the Administration’s desire to lower interest rates – which has been largely messaged as a campaign to replace Fed Chair Powell with another Fed Chair who would possibly be more amenable to lowering interest rates. President Trump visited the Federal Reserve offices today […]

I don’t spend a lot of time on Twitter/X but there are a few investment professionals who publish interesting perspectives and thought leadership that I will check in on from time to time. Recently, one of my follows shared this post written by Cliff Sosin (a value manager) in honor of July 4th. During this […]

There are a lot of new topics to keep track of these days in the world of investing – the world is getting increasingly complex and so are investment vehicles! A client asked about one such “new” investing invention – stablecoins. Let’s take a look. A stablecoin is a type of cryptocurrency (ie: a digital […]

We – and more importantly the Federal Reserve – got another look at inflation this week as the June reports of consumer inflation (CPI) and wholesale inflation (PPI) were released June’s CPI report was the first to show some (albeit minor) impact from tariffs. The index rose 0.3% month over month and 2.7% year over […]

Hope you’re all enjoying the heart of summer. It’s easy (and justified) to pay a bit less attention to markets during this time of year when fun and family take center stage. If you’ve tuned things out a bit, I have good news for you. Markets have been taking care of business! Let’s take a […]

Exchange Traded Funds (ETFs) have exploded in popularity over the past decade. These investment funds hold a collection of assets (cash, stocks, bonds, commodities, etc) and are commonly designed to track the performance of a certain index or sector. Unlike their predecessor in retail investing (mutual funds), ETFs can be bought and sold on a […]

Don’t look now but after a harrowing few weeks earlier this year, US equity markets sit at (or above) all time highs depending on which index you are tracking. Market commentators are once again discussing the many reasons they “knew this was coming” (sidenote- they did not) and discussing why markets will march higher from […]

Don’t look now but as of next Tuesday, we will have reached the halfway point of 2025. It has certainly been an eventful year! If you’ve been stayed invested throughout this entire period and resisted the temptation to “abandon mission” in March/April, congratulations! Once again, your commitment and ability to resist action based on worst […]