Overview The reset of 2022 was a painful reminder that investment fads and cycles can shift direction with little warning. Diversification helps mitigate risk, but it isn’t perfect. Bonds typically are a reliable and stable diversifier when stocks decline, but the...
Overview The primary financial headline is the same: Inflation is over 8.0%; Interest rates are still rising. With a lot of political and economic drama beneath the surface. In the time honored tradition, the party in power takes more credit or gets more blame for the...
Overview The second quarter continued the negative trends that we saw in the first quarter. Interest rates and inflation increased, though there has been recent price relief in the housing, energy, and other commodity markets. The labor market remains strong with...
My last conference summary to you was about rising prices. Energy costs contribute to the price of most everything. Whether its vacation travel, transportation of goods or raw materials, food, heating or cooling, or just staying plugged in! Therefore, the debate (or...
“I need ammunition. Not a ride.” History Lessons from War, Appeasement, and Markets It’s useful to compare the events in Ukraine against history because we all have a stake in the outcome. In 1938, Hitler annexed Austria; and demanded a portion of...
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