Insights

Market Fixation on Trump Tariffs
Market Fixation on Trump Tariffs

The stock market this year has been fixated on President Trump and his announcements on tariffs. Nothing shows this more plainly than the above chart that demonstrates that stocks have moved almost in lock step with tariff announcements. That's because significantly...

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Investors – Time to Travel Overseas
Investors – Time to Travel Overseas

  It’s Time to Travel Overseas My wife and I used to do a lot of overseas travel and we passed that bug along to our youngest daughter, but in the last few years we’ve done trips in the U.S. The same could be said for my investment allocations. I have not had an...

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Why You Need a Will
Why You Need a Will

Family fights – I still am shocked at how often and how harshly adult heirs in apparently happy families of the deceased fight over assets.

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Which is Better – Value or Growth Investing?
Which is Better – Value or Growth Investing?

Whether value or growth investing is the route to better client returns is an often-debated topic. I was recently part of a team that interviewed investment advisors. Like many advisors, especially those who rely heavily on long-term studies and/or who come from an...

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HOW LONG CAN THIS GO ON?
HOW LONG CAN THIS GO ON?

You could ask "how long can this go on" about a lot of things lately - Trump's trials, Biden's health, how long will false eyelashes (sorry, eyelash extensions) be in style? But what I have in mind is the incredible dominance of one part of the market. Huge Variation...

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