Similar to college basketball teams, asset classes go in and out of favor. Investors should not solely focus on the highest performing asset class of the last quarter or year. Fundamentals, valuations, and long-term trends are also important considerations in investing. Jason discusses March Madness and compares Large-Growth to Small-Value investment classes over the last 15 months.

We know that one-off events and disruptions will occur in the economy and financial markets. Rather than spending time focused on the what and where, we believe it is better to be equipped with the tools; like having a plan, being focus on diversification, and understanding your time horizons.

We expect to see an increase in services spending in the coming months. In this video, Jason discusses the differences in economic recovery for goods versus services. Three drivers: economic stimulus, vaccine rollout, and service spending lagging.

Financial markets have anticipated this latest round of economic stimulus, as it has for vaccine rollout and jobs recovery trends. Largely these are questions of when and not if.

We discuss Powell's March 4th remarks and look at the employment and inflation metrics that guide the Fed's decision-making. The focus: how much of the economy is earning income, and at what speed and where is that income being spent

Not all bonds are the same. Short-term bonds for example have historically been less sensitive to interest rate swings than long-term bonds.

Rarely do investors experience an average rate of return. In fact, in the last 95 years, we have seen the average only six times. In this video, Jason discusses the highs and lows that bring us to a ten percent average. The takeaway: Have a plan.

Will we see a rapid increase in inflation in 2021?

Jason discusses the "output gap" and how it is currently acting as a deflationary force in the economy. We'll define the term and look back to the '80s to get some perspective.