Investment Trends
Market Volatility: Taken in Perspective
Global turmoil and rising inflation have presented today’s investors with some pretty daunting risks. But remember, this is the situation for which you built a long-term asset allocation strategy. If…
Read MoreThe War on Oil Prices
As with any major global conflict, we learn things. The pandemic taught the U.S. the importance of reshoring manufacturing jobs, so we aren’t beholden to other nations, like China, for…
Read MoreHow the Russia-Ukraine Conflict Could Affect Americans
When Putin invaded Ukraine in late February 2022, President Biden announced sanctions targeting Russian banks, the country’s sovereign debt and Russian oligarchs, warning that Russia would pay an even steeper…
Read MoreAre We Back to Normal Yet?
It’s been two years since COVID-19 hit U.S. shores, but are we anywhere near pre-pandemic normal yet? It doesn’t look like it. The stock market, while volatile, recovered nicely from…
Read MoreAn Update on Municipal Bonds
Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector…
Read MoreMarket Jitters
In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical…
Read MoreMillennials Step Up
In 2019, the millennial generation (born from 1981 to 1996) surpassed the number of baby boomers (born between 1946 and 1964) in the United States. Today, one in four people…
Read More2022 Market and Economic Outlook
The last month of 2021 was filled with lots of new information — the new omicron variant of the coronavirus first hit U.S. shores, along with cautions that its level…
Read MoreAmerican Conglomerates: Past, Present and Future
Conglomerates are parent companies that own a number of large subsidiaries. They became popular back in the 1960s with corporations like ITT, LTV and GE, to name a few. In…
Read MoreOutlook For Equities
The general outlook for equities is positive toward the end of the year and into 2022. Stocks performed relatively well through the autumn earnings season and, as a general rule,…
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