Blogs

By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager Is the check engine light flickering? Economic data has become more mixed with signs of both growth and fragility. If the Fed wants to engineer a “soft-landing,” or perhaps even the elusive “no-landing” scenario we discussed last quarter, it will have to start cutting interest rates sooner rather than later. We look to the September Fed Meeting as the start of a series of rate cuts. The classic description of the Federal Reserve’s job (the Fed) is to know when to remove the punchbowl from the party. The...

After years of dedication, you’ve built a thriving business from the ground up — now, it’s time to consider the next chapter of your financial portfolio. Transitioning from a hands-on business owner to a strategic investor can open new doors to long-term financial security. That said, establishing steady revenue streams through a diversified financial portfolio requires careful planning, strategic decision-making, and a deep understanding of investment principles. Let’s explore how to effectively manage your wealth portfolio to ensure the continuity and expansion of your financial legacy. When...

Protecting our seniors from scams is crucial. Learn effective defensive tactics against scams targeting seniors to safeguard their finances. Don't let scammers take advantage! After a life of hard work, many baby boomers are now transitioning into their golden years. Perhaps you have already retired or are creating a career exit plan now. Either way, securing your financial situation is critical as you enter this new phase of life. Unfortunately, fraudsters are out there, and they wouldn’t mind taking advantage of the value you’ve accrued from your life’s work. In fact, to this end, they often...

Quarterly Market Review: Q2 2023 By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager An Unsinkable Economy? A tight labor market and continued high consumer demand appear to have staved off a recession – possibly until 2024 (if even then). This resilience has meant continued inflationary pressures and points toward more Federal Reserve rate hikes this summer. So far, the U.S. economy has defied many economists’ more dire predictions. Hopes are growing for a “soft landing,” even after the most dramatic tightening of monetary policy since the early 1980s. The risks...

Quarterly market review: Q1 2023 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer Staying the Course Speculation that the Federal Reserve will reverse course in its battle against inflation or change its policy target to a higher one is likely misplaced. A recession – hopefully a mild one -- is the most likely outcome with “policy triage” applied for unintended victims. The Federal Reserve’s (Fed) monetary tightening program recently had its first birthday. On March 15, 2022, the Fed increased its Effective Federal Funds Rate (Fed Funds Rate) by 25 basis points...