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  • Geopolitical Events Move Quickly
    Macroeconomics, Quarterly Commentary

    Geopolitical Events Move Quickly

    April 9, 2026

    Investors have had a volatile ride so far this year as markets have been susceptible to several crosscurrents. The year started on a strong note,…

    Read more: Geopolitical Events Move Quickly
  • Estate Planning
  • Financial Planning
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  • Macroeconomics
  • Markets Update
  • Medicare
  • Quarterly Commentary
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  • Uncategorized
  • Higher Prices and Inflation – Part I: Six Key Reasons
    Financial Planning, Macroeconomics, Quarterly Commentary

    Higher Prices and Inflation – Part I: Six Key Reasons

    January 19, 2022

    1. High demand for “stuff” during a period of shutdown and shrinking supply. In the U.S.,…

    Read more: Higher Prices and Inflation – Part I: Six Key Reasons
  • Macroeconomic View & Markets
    Macroeconomics, Markets Update, Quarterly Commentary

    Macroeconomic View & Markets

    January 19, 2022

    Though stocks, especially technology, have had a pullback the first week of the new year, the…

    Read more: Macroeconomic View & Markets
  • HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORS
    Macroeconomics, Markets Update, Quarterly Commentary

    HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORS

    October 13, 2021

    On August 6, 2021, in The New York Times, we read the following: Jobs Surge in…

    Read more: HEADLINES DRIVE READERSHIP, HOPEFULLY NOT INVESTORS
  • Macroeconomic View & Markets
    Macroeconomics, Markets Update, Quarterly Commentary

    Macroeconomic View & Markets

    October 13, 2021

    The broad stock market, measured by the S&P 500, recorded a 5% drop from recent highs…

    Read more: Macroeconomic View & Markets
  • It’s Too Early to Worry About Inflation
    Macroeconomics, Markets Update, Quarterly Commentary

    It’s Too Early to Worry About Inflation

    July 13, 2021

    Every Quarter, headline news offers at least one new reason to become nervous about investing in…

    Read more: It’s Too Early to Worry About Inflation
  • Macroeconomic View & Markets
    Macroeconomics, Markets Update, Quarterly Commentary

    Macroeconomic View & Markets

    July 13, 2021

    Global equities continued to rally throughout the quarter. They reached all-time highs again in late June,…

    Read more: Macroeconomic View & Markets
  • Macroeconomic View & Markets
    Macroeconomics, Markets Update, Quarterly Commentary

    Macroeconomic View & Markets

    April 9, 2021

    What a difference a year makes. In February of 2020, we were talking about the end…

    Read more: Macroeconomic View & Markets
  • Macroeconomic View & Markets
    Macroeconomics, Markets Update, Quarterly Commentary

    Macroeconomic View & Markets

    January 8, 2021

    The year 2020 was a time of unprecedented personal, economic, and political turmoil. Leading to unparalleled…

    Read more: Macroeconomic View & Markets
  • Markets & Macroeconomic View
    Macroeconomics, Markets Update, Quarterly Commentary

    Markets & Macroeconomic View

    October 8, 2020

    The economic recovery continued throughout the quarter. U.S. manufacturing expanded for a 5th straight month ending…

    Read more: Markets & Macroeconomic View
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