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Our Blog: The Last Four...

  1. September 26, 2022

    After another painful week on Wall Street a healthy dose of despair might be setting in. The S&P 500 closed near the bear market low and is now down 23% from the peak in January. 1 Investor sentiment is now back to Great Financial Crisis levels according to the… More >>

  2. September 19, 2022

    Last week’s extreme negative market reaction to recent inflation data adds more salt in the wound. With an almost certain 75bp rate increase coming this week, the S&P 500 dropped 4.77% last week in anticipation of the lift. 1 This year the S&P 500 is down 19%… More >>

  3. September 12, 2022

    Tomorrow we will get a critical update on inflation festering in the U.S. economy. Expectations are pointing to a lower reading, which could create a fear that the Fed will overreact by raising rates much higher than needed to moderate inflation. 1 It’s hardly a… More >>

  4. September 6, 2022

    Within just a couple of weeks (September 20-21), the Fed will reconvene to determine the amplitude of the Fed Funds rate. Most market participants are expecting a ¾ point rate increase, while we believe a ½ point increase is still in the cards. 1 I’ve focused on… More >>

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We’ve been a leader in the financial services community since 1994, with a client list that includes many successful business owners, CEOs, and individuals as well as foundations and endowments. In fact, our first client is still a client.

The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.