Just recently Anna-Louise Jackson published an interesting article asking if “The Financial Crisis” still haunted your investing. To wit: “This month marks the 10-year anniversary of the current bull market’s…
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Written by Lance Roberts, Michael Lebowitz, CFA and John Coumarianos, M.S. of Real Investment Advice This complete set of articles discusses the fallacies of always owning stocks for the long run…
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On Wednesday, the Fed announced that it does not expect to raise interest rates for the rest of this year, which further confirms the complete dovish reversal of the Fed’s…
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In a widely expected outcome, the Federal Reserve announced no change to the Fed funds rate but did leave open the possibility of a rate hike next year. Also, they…
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The bull market of the past decade since the Great Recession has been an unusual one: despite all of the economic damage that occurred during the global financial crisis and…
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We asked a few friends what the picture below looks like, and most told us they saw a badly drawn bird with a wide open beak. Based on the photograph…
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So, have you scheduled your colonoscopy? How’s the diet going? How much weight have you lost? How many hours of sleep do you get a night? Welcome to client/advisor conversations…
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Personal Request: I need your assistance with a new project. We have recently launched a beta version of our new Financial Health App backed by the power and security of…
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Last week, Jeff Desjardins of Visual Capitalist wrote in a post: “While it’s true that putting your money on the line is never easy the historical record of the stock…
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It’s hard to go anywhere these days without coming across some mention of artificial intelligence (AI). You hear about it, you read about it and it’s hard to find a…
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There has been a lot of commentary as of late regarding the issue of corporate share repurchases. Even Washington D.C. has chimed into the rhetoric as of late discussing potential…
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Commercial and industrial (C&I) loan activity is watched closely by economists to gauge the strength of the economy and estimate where we are in the business cycle. C&I loans are…
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Like many professional investors, I love companies that pay dividends. Dividends bring tangible and intangible benefits: Over the last hundred years, half of total stock returns came from dividends.In a…
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On Sunday, March 11, 2019, Federal Reserve Chairman Jerome Powell was interviewed by Scott Pelley on 60 Minutes. We thought it would be helpful to cite a few sections of…
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My title comes from Jeremy Grantham’s recent CNBC interview. This remark occurs in a discussion about likely returns from the U.S. stock market. Everyone at Grantham’s firm, Grantham, Mayo, van…
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With the current economic expansion already extremely long, even by historical standards, there is a rising risk that record low unemployment most likely won’t stay that way forever. Could your…
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In this past weekend’s newsletter we stated: “This short-term oversold condition, and holding of minor support, does set the market up for a bounce next week which could get the…
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For the first time since the Global Financial Crisis, Turkey has officially entered a recession after GDP fell 2.4% in the fourth quarter of 2018 and 1.6% in the third…
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One of the most highly debated topics over the past few months has been the rise of Modern Monetary Theory (MMT). The economic theory has been around for quite some…
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Knight Frank’s latest annual Wealth Report just came out and is full of interesting data. What stood out to me, in particular, is the statistic that showed that the global…
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