A fair amount of recent financial news has not been supportive of stocks.  Consumer confidence is down, inflation is still well above target, and the labor market is softening.  As J.P. Morgan’s Dr. David Kelly said recently, the US economy is slowing, ever so slowly.  Add to that a partial shutdown of the U.S. government, and you would not think the market would be at or near record highs. But despite the challenging data, there’s an adage in investing circles that is at pla

·   A 25- basis point fed funds rate cut happened in mid-September.  ·   Weakening employment data and better-than-expected inflation...

Stock Market Still Hot This Summer July was another good month for investors.  Our different allocations all participated and enjoyed the...

With all the negative news recently… US stocks are hitting new all-time highs. Wait, what?   The Middle East is holding onto a tentative...

International Stock May Be a Great Way to Diversify With the current high level of unpredictability associated with US trade and fiscal...

Market has rebound amidst fiscal uncertainty April was a wild month, to say the least!  The month opened with “Liberation Day,” the day...

Government Policy is Creating Uncertainty Government policy uncertainty has served as the primary catalyst for the current correction in...

Tariff have caused investment uncertainty. The concept of widespread tariffs and with three trading partners having announced retaliatory...

Investing When Inflation is High The Fed’s primary focus has shifted since last summer from the labor markets to inflation and rightly...

Investing in 2024 was Good We’re coming off another great year for investments.    What drove US stocks in 2024?  We credit three main...