It’s About Time
(Time & Patience, that is) After peaking at the very start of 2022, the US equity market suffered a brutal bear cycle that also hit bonds and other asset classes. But now, almost two years after peaking, stocks are back to all-time highs when accounting for total...
Where Are We Now?
Some of you will recall that in October, 2022, we could not help but have the below image in mind as the Federal Reserve Board drove their narrative toward a breaking point that we thought they would regret: A stated goal of raising the level of unemployment...
Federal Reserve, Banking Concerns, Risk Management Take Center Stage
Federal Reserve, Banking Concerns, Risk Management Take Center Stage It’s been quite a week. Things seemed fairly normal on Tuesday, March 6, as our Chief Investment Officer, Michael, was in Washington to witness first-hand the testimony of Federal Reserve Chairman,...
Mutual Fund Models: Ask Questions & Know Your Alternatives
gibing Mutual Fund Models: Ask Questions & Know Your Alternatives Operational Basics For engaged investors, a description of mutual funds may not be needed, but for the less engaged, we begin with the basics. Mutual Funds have been a resource to investors...
