-
Monthly Investment Update April 2023
We may have seen our last Federal Reserve interest rate increase for this cycle as a result of fading inflation and the banking crisis in March which served to tighten…
-
Geopolitics: From Coordination to Competition March 29, 2023
The period of globalization following World War II brought great economic prosperity and raised the standard of living in many parts of the world.
-
Market Update: Banking Industry March 13, 2023
We are writing this update in response to the events that have shaken the banking world over the last number of days which began with the failure and FDIC takeover…
-
Monthly Investment Update March 2023
In February, markets gave back some of their January gains as consensus expectations for interest rates moved higher. In other words, the US Federal Reserve may have more work to…
-
Geopolitics: A Most Unfortunate Anniversary February 21, 2023
This Friday, the 24th of February, marks the one-year anniversary of the start of the largest land war in Europe since World War II.
-
Monthly Investment Update February 2023
Markets rallied in January as investors turned optimistic that inflation may be abating, the US Federal Reserve may soon pause its campaign of raising interest rates, and the economy has…
-
Debt Ceiling Update – Knife fight? January 31, 2023
There is a potential fight brewing in this country, but despite the title of this note, not one that will involve any physical violence (hopefully). The US debt ceiling needs…
-
2023 Outlook: The Year of Dispersion January 2023
The primary forces weighing on markets last year were inflation, geopolitical issues, and monetary policy. The pandemic continued to echo through the global economy through lock-downs in Asia and supply…
-
Bond Basics: Brokered CDs January 2023
Previous editions of Bond Basics served as an introduction or re-introduction to a market that may have been ignored more recently due to the extended period of historically low interest…
-
Geopolitics: Ukraine Invasion February 24, 2022
We do anticipate that risk assets, such as stocks, will be negatively impacted to some degree by the Russian invasion of Ukraine. Rather than simply speculate, we look to history…
-
Geopolitics: Ukraine February 11, 2022
Standing in stark contrast to the message of unity associated with the ongoing Winter Olympics, tensions in eastern Europe continue to rise as Russia has amassed more than 100,000 troops,…