

Reasons to think Positive about Markets.
We believe there are at least three solid reasons that the gains we’ve seen in the 1st Quarter are sustainable, and that the equity...


The Hike has stopped!
The Fed has stopped hiking its target interest rate and the economy remains largely resilient. After a strong year results-wise in 2023,...


Confidence Rising
In the run-up to this issue, we have seen confidence increase across several different economic areas. For example, recently we saw a...


Rocking the Economy: How US Consumer Spending Is Driving Growth.
Amazingly, the US consumer has continued to be a rock star. The signs are there for all to see. Retail sales grew 4.1% year-over year...


Soft Landing Conditions Improve
We have been making the case for an economic “soft landing” for most of this year. This stance was not a consensus view in the Spring. ...


Are Annuities a Good Investment?
“Don’t lose money in the Wall Street casino!” the radio announcer blared. “It could take a lifetime to make up your losses in the stock...


Markets Fall in the Fall
August was a volatile month. Late summer has generally been a challenging period for equity markets. But why this year? Well, by the...


After a Great Investing Summer August Starts Slow
It’s was good summer for investors until the month of August. A preponderance of good economic reports, coupled with less aggressive...


Recession Chances Declining?
Last month we said that much of the economic data we’re seeing is pointing to the elusive “soft landing” scenario. That’s where the...


New Investment Option/Market Review
Our new Ultra Aggressive allocation is a new diversified portfolio that invests in Mutual Funds, Indexes and a handful of individual...