Economy and markets

With only a few days to go until Election Day, this election year is already shaping up as a bit more unusual than most. Incumbent President Biden exited the race […]

The third quarter of 2024 brought outstanding returns for financial markets. CEO and Chief Wealth Officer Dougal Williams recaps performance and other highlights including The Fed’s rate decision, Nvidia’s record […]

At the mid-point of 2024, the year has been an excellent one for investors. Despite setbacks in April, the S&P 500 has returned over 15% in the first two quarters. […]

Markets hit record highs in early 2024, but concerns persist. Are higher interest rates a warning sign? Watch our Q1 recap for key takeaways and insights on what’s ahead.pt.

2023 was a remarkable year to be an investor. The year began with headline recession warnings on the heels of double-digit declines in the U.S. stock and bond markets. Through […]

It’s worrisome, to say the least, to read headlines referencing a potential default by the U.S. government on its debt obligations. For those unfamiliar with the nation’s debt ceiling history, […]

Every August, along its Heritage Trail Highway, the state of Michigan hosts a state-wide 150-mile garage sale. While visiting the Great Lakes State last summer, I stopped in Forestville (population […]

2020 has been a year of extremes, including in the markets. To bridge a growing gap between crouching value stocks and soaring growth stocks, disciplined asset allocation remains as important […]

Did you miss our recent webinar? Our team discusses the latest on markets, the economy, and upcoming elections in this recorded video.

In the classic film “It’s a Wonderful Life,” George Bailey learns not every blessing or curse ends up being as fortunate or ill-fated as expected. Likewise, investors should avoid reading […]

While our investment strategy is relatively simple, it’s not always easy. Here’s why doing the tough work of riding out the market’s ups and downs is the best way to […]

In the last few weeks, there has been a stark contrast between stock market performance and economic indicators. Why is the stock market rallying in this economy?