Three-and-Three Weekly Our observations on recent and upcoming developments of interest to investors. LOOKING BACK 1. Biden Introduces New Social-Spending and Climate Framework After extended negotiations with Congressional Democrats, President …

Three-and-Three Weekly Our observations on recent and upcoming developments of interest to investors. LOOKING BACK 1. COVID-19 Conditions Continue to Ease The U.S. saw 89k daily reported U.S. COVID-19 cases …

Third Quarter 2021 Commentary Market volatility continued into Q3, with large-cap stocks up 0.6% and small-caps down 4.4% for the quarter. While the economy continued its recovery, the delta variant, …

The market had its biggest decline of the year as September lived up to its penchant for being the historically worst month for stocks. The 10-year Treasury yield rose sharply …

More Choices, More Confusion There has been an overwhelming growth in the number of investment choices over the last 20 years, as asset managers compete for investment dollars. As a …

The market’s attention appears to be firmly focused on the timeline for the withdrawal of monetary stimulus. Concerns abounded heading into the Jackson Hole Symposium on August 27. Wall Street …

It has been largely expected by market participants that the Fed would soon announce the start of tapering (reduction of asset purchases). However, the weak Nonfarm Payroll print on September …

It has been 11 months since the last 5% correction in equity markets, and the coming weeks present a number of significant potential risks. When was the last time the …

Financial Planning as a North Star The daily stream of events and the accompanying wave of pundit opinion can take its toll on weary investors and leave them in a …

As we head into the Fall, uncertainty continues to overshadow the investment landscape. With over a year into the recovery already passed, investors are struggling with the need to stretch …