There has been a decent amount of attention given to small cap stocks recently. A client asked what exactly makes a stock “small cap” and why some believe they are well positioned in today’s environment. Market Capitalization Before looking at small cap stocks, let’s look at the word “cap” – which is short for capitalization. […]

This Friday (August 22) Federal Reserve Chairman Jerome Powell will give a speech at the Jackson Hole Symposium. There is intense speculation concerning what Chair Powell will say and whether or not he will signal upcoming rate cuts. The path forward is anything but certain and the increased pressure from the administration to lower rates […]

Stock buybacks have been in the news as of late as they reach all-time highs and are set to top $1.1 billion in 2025 (see recent Wall Street Journal article here). This prompted a client to ask what they are and why they matter to markets Stock buybacks are essentially defined by their name. It’s […]

If you listen to the earnings calls of major multinational corporations (think Apple, Nike, or Microsoft to name a few), you will undoubtedly hear reference to the impact of movements in the US dollar on their earnings. A client asked for a quick explanation of this concept so let’s dive in. The US dollar remains […]

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 […]

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 […]

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 the time I’m writing this post, US equity markets are fast approaching new all-time highs. I know – that is hard to believe after what we went thru just a few months ago. The recovery off the April lows has been staggering – yet remains a very hated and […]