February 5th, 2025 Welcome to 2026… I mean, February. Since the beginning of the year when I wrote our last update, we’ve seen a bewildering number of Executive Orders, an…
January 7th, 2025 Welcome to 2025. I hope the holidays treated you well. 2024 was a politically charged election year, yet an incredibly expansive year for the US equity market.…
December 2nd, 2024 Tariffs seem to be all anyone can talk about within financial market commentary – so let’s keep the party going. Economists say, ‘Trump's overall tariff plans, likely his…
November 5th, 2024 Happy election day. This year has felt like an eternity, to say the least – the political polarity has divided so many of us. The chatter of…
October 1st, 2024 After a year of patience, the Federal Reserve (Fed) has finally pressed their economic gas pedal to the floorboard by cutting 50-basis-points (0.5%) all at once. A…
September 5th, 2024 When the Federal Reserve (Fed) paused rate hikes a little over a year ago the consensus was that rate cuts would likely begin to occur sometime in…
July 1st, 2024 Despite the headlines and abundance of fear around the presidential election, it seems the two largest determinants in market performance in the latter half of 2024 will…
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