Insights & Thoughts
As we bid farewell to 2023, it's time to reflect on a year that defied expectations. Despite initial reservations fueled by the double-digit...
Earlier this week, the House of Representatives voted to remove Kevin McCarthy as speaker of the House. While there has been no shortage of opinion...
2023 is shaping up to be a mirror image of last year. The 2022 stock market rout was principally led by four sectors: Communications (-40%),...
Last year’s market selloff was almost entirely driven by the change in monetary policy by the Federal Reserve. Last year saw an unprecedented 7...
For most of the 2000’s, to varying degrees, the Federal Reserve has actively pushed interest rates down in the U.S. economy. These policies always...
The stock market continued its decline this quarter, selling off another four percent since the end of June. As of September 30th, the S&P 500...
We are often asked to advise on whether our clients should purchase long term care insurance. While we are proponents of being self-insured, when...
The second quarter proved to be every bit as challenging for investors as the first quarter this year. 2022 seems to be the year when the...
U.S. equities closed out the quarter with their first quarterly loss in two years mostly due to soaring inflation, the Federal Reserve’s policy...
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