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Stay informed with our daily blog featuring practical financial guidance from our experienced team. Get timely commentary on market trends, investment strategies, and financial planning advice to help you make informed decisions about your wealth.

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The “Broken Clock” Fallacy & The Art Of Contrarianism

By Lance Roberts, Jul 12, 2024

Financial advisors get a bad rap. Some deserve it; most don't. The problem for the financial...

Fiscal Dominance Is Here

By Michael Lebowitz, Jul 10, 2024

As quoted below from an executive summary of a joint report by the Department of Treasury and the...

Private Equity – Why Am I So Lucky?

By Lance Roberts, Jul 9, 2024

Lately, I have been getting many questions about investing in private equity. Such is common during...

Petrodollar Panic: Separating Fact From Fiction

By Michael Lebowitz, Jul 3, 2024

Recently, a few media outlets have warned of the imminent demise of the petrodollar agreement,...

Earnings Bar Lowered As Q2 Reports Begin

By Lance Roberts, Jul 2, 2024

Wall Street analysts continue significantly lowering the earnings bar as we enter the Q2 reporting...

Career Risk Traps Advisors Into Taking On Excess Risk

By Lance Roberts, Jun 28, 2024

Financial advisors get a bad rap. Some deserve it; most don't. The problem for the financial...

Why Economists And Citizens Have Different Inflation Realities

By Michael Lebowitz, Jun 26, 2024

The Fed and economists are encouraged because CPI is down to 3.3% from a high of nearly 9% in 2022....

S&P 6300? Is That Outside The Realm Of Possibility?

By Lance Roberts, Jun 25, 2024

Goldman Sachs recently upped its price target to S&P 6300 for the end of this year, along with...

A Fundamental Shift Higher In Valuations

By Lance Roberts, Jun 21, 2024

Over the last decade, there has been an ongoing fundamental debate about markets and valuations....

Consumer Survey Shows Rising Bullishness

By Lance Roberts, Jun 18, 2024

The latest consumer survey data from the New York Federal Reserve had interesting data. “The...

Grant: Rates Are Going Much Higher. Is He Right?

By Lance Roberts, Jun 14, 2024

Recently, James Grant, editor of the Interest Rate Observer, was asked about his outlook for...

Golf and Investing: Mastering Long and Short Games For Success

By Michael Lebowitz, Jun 12, 2024

Let’s play a hole of golf to appreciate how two distinct aspects of golf provide valuable...

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