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Unpacking all of the latest news: each week, we share our observations on the economy and markets.

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Market Update Webinar 4/28/22

Market Update Webinar 4/28/22

Early 2022 Market Déjà vu?

Early 2022 Market Déjà vu?

Stoicism amid market turmoil comes hard when a  tsunami of dire investment headlines and plunging prices hits you, as we’ve seen for the first 2+ months of 2022. Your financial future rides on Wall Street. What should you do? Is it Dejà vu All Over Again? Let’s look at recent history. In 2008, the problem was credit risk fears, rising inflation,…

Cliff's Notes - March 1, 2022

Cliff's Notes - March 1, 2022

Cliff Hodge, CFA, Chief Investment Officer   "As we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say, we know there are some things we do not know. But there are also unknown unknowns—the ones we don't know we don't know. And if one looks throughout the history of our country and…

Cliff's Notes Oct 21, 2021

Cliff's Notes Oct 21, 2021

Thursday, October 7, 2021

Dow Jumps Another 100 Points as $1.9 Trillion Stimulus Plan Continues to Boost Market

Dow Jumps Another 100 Points as $1.9 Trillion Stimulus Plan Continues to Boost Market

Written by Jonathan Ponciano of Forbes 

Market Volatility & Best Year End Tax Tips

Market Volatility & Best Year End Tax Tips

Stock Market Impacts in November 2020

Stock Market Impacts in November 2020

Bad stuff the stock market worried about is starting to happen

Bad stuff the stock market worried about is starting to happen

By Sarah Ponczek and Vildana Hajric, Bloomberg