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August 10, 2023

Market Note: After a Credit Downgrade – Now What?

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August 10, 2023

2023 Q2 Market Commentary

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May 23, 2023

Pivoting for Success: Lessons from the Federal Reserve’s Monetary Policy Shifts

Many investors view a pivot in the Federal Reserve’s monetary policy as a positive development, as it can signal that the central bank is taking action to support economic growth and stability. One of the hottest news stories involves listening to professional prognosticators project a date in the future when the Fed will not only […]

March 2, 2023

IOC 2023 Forecast

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April 26, 2022

2022 Second Quarter Capital Market Outlook

Good morning, everyone. It’s 11:00 this morning here in sunny Phoenix, Arizona. And we’re going to go ahead and get started with our second quarter capital market outlook. There is, as always, a tremendous amount of data that we have to get through. And before I go ahead and start opening up the charts and […]

January 18, 2022

Fourth quarter market commentary – Candyland

The S&P 500 gained 11.0% while the Bloomberg U.S. Aggregate Bond Index was flat. Markets were helped by delightful amounts of fiscal spending that contributed to an almost $1.2 trillion expansion in the U.S. public debt in the fourth quarter alone. This deficit spending was partially funded by the $309 billion expansion in the Federal […]

January 6, 2022

Reviewing Your Finances Yearly

We want to start the dialogue about how you performed this year so we can gain a greater understanding of what needs to happen for your financial life in the year ahead. The best financial advice that I can give you is it’s always best to start early and plan often. This article is going […]

January 6, 2022

Positioning Yourself for Early Retirement

If you’re a follower of FIRE (financial independence, retire early) you may already be well on your way. The FIRE movement espouses saving and investing 50%-70% of your income until you hit your target dollar amount and then only withdrawing 4% annually (adjusted for inflation) throughout the rest of your life. It would be great […]

December 13, 2021

Coming to Grips With Persistent Inflation

The index fell 2.6% from November 24 to November 30 as news of the Omicron COVID variant swept the globe1. Even though the World Health Organization (WHO) indicated it was too early to determine the impact of the new variant, markets were roiled nonetheless by reports of rapid spread and “heavily mutated characteristics”2. At the […]

October 27, 2021

Fourth Quarter Market Outlook

U.S. stocks, as proxied by the S&P 500, gained 0.6% while U.S. bonds, proxied by the Bloomberg U.S. Aggregate Bond Index, were nearly flat at 0.1%. Commodities were the top-performing asset class, up 7% in the quarter leaving the Bloomberg Commodity Index up 29% for the year. Most of the commodity gains were generated by […]

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