
BLOG POSTS
Midterms and Markets
Midterm elections can signal a change in government spending, tax plans, and priorities broadly. But, regardless of which political party holds the reigns, investors generally have a greater sense of clarity post-vote.
An Interest In Debt
Over the next year or so, the government will need to refinance around fifteen percent of its debt at a new, much higher rate. We discuss interest rates and government debt.
The Hands of the Economic Clock
When the hands on the economic clock seem stuck at 10 AM, we might believe it will be 10 AM forever. We know from experience that the stock market and the economy experience inflection points, which tend to occur at different times.
Replay of Market Update - October 2022
A recording of our Quarterly Market Update webinar; we discuss markets, inflation, and more. The full-length and shortened recap video recordings are available here.
Get Organized With Your Medical Information
October is the national "Organize Your Medical Information Month," and what better way to celebrate than to discuss living wills and advance directives.
Time Is The Best Resource
Italian economist Vilfredo Pareto developed the 80/20 rule, which asserts that 80% of results come from just 20% of an event's inputs. In markets, we believe that time is the 20% resource that will yield the maximum impact.
In the Long Run, It's a Weighing Machine
The job market is still tight and unemployment low, the Fed continues on its path of trying to cool inflation by increasing interest rates. Existing home sales continue to decline as borrowing costs rise.
Normal, Not Normal.
What we are experiencing is quite possibly a return to a longer-term norm. As a result, uncertainty in these times can be high, and so too can market volatility.