A Quick Look Back at Another Good Quarter and a Fantastic Year At the beginning of 2019, we told clients to expect a decent, positive year in the markets with one caveat: it would probably…
Thought Leadership
A new year means new tax laws, and this year is no exception. On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law resulting in many significant changes…
Norris told CNN Business he’s “astonished” by how quickly Iran has vanished from the financial news headlines. But he added there are still question marks about the health of earnings, the Federal Reserve’s rate policy and…
The Assassination of Iranian General Soleimani On January 3rd, 2020 President Trump authorized the assassination of Iranian General Qassem Soleimani. Many have since made it clear that they are not in support of the US Military’s…
“Science fiction is any idea that occurs in the head and doesn’t exist yet, but soon will, and will change everything for everybody, and nothing will ever be the same again.” Ray Bradbury Last Friday, January…
A Look Back at 2019 After a rough end to 2018, many were worried about a volatile 2019. Although the bricks in the proverbial wall of worry didn’t change much, 2019 was anything but volatile. What…
“The groundhog is like most other prophets; it delivers its prediction and then disappears.” Attributed to Bill Vaughan Historically, I shy away from making too many public predictions, as I have found there is very…
“Don’t Fight the Fed” Attributed to Marty Zweig At the beginning of 2019, we told clients to expect a decent, positive year in the markets with one caveat: it was likely going to be pretty bumpy…
Unemployment Rate This week John and Sam talk about the unemployment rate and the different ways that it’s measured. Right now, the unemployment rate is historically low at 3.5%. Many people are saying the rate is…
Monetary Policy & Income Inequality This week John and Sam talk about the effect of monetary policy on income inequality. Many people think that monetary policy has led to a spike in inequality when it comes…