To Inform: I had an interesting conversation this week with a portfolio strategist at a large investment institution. In our conversation the strategist mentioned an internal debate at his firm that centered around the question of what was more likely – that the US 10-year Treasury Bond hits 2.5% this year or 5-5.5%. The scenarios […]

To Inform:  “The market’s up, should I go to cash?” seems to be a question we hear a lot when, well, the market is up. As I was pondering what to write about this week, my thoughts went to this question. Confirming my choice of topic was a 401(k) participant who stopped by our office […]

To Inform: The start of a new year brings a lot of self-reflection, new year resolutions, and most excitingly…tax season! All joking aside, even though we are already a few weeks into 2024, did you know that there are still ways to reduce your taxes for 2023? The deadline to act is the tax filing […]

To Inform:  Earlier this week, Alex and I hosted our January Portfolios Event – “7 Themes Plus One More for 2024.” One of those themes discussed our view on one of the biggest questions we are receiving from clients – potential interest rate cuts by the Fed in 2024. All signs point to the Fed […]

To Inspire: In a year where close to 40% of both global population and global GDP head to the polls, I thought it might be interesting to unpack some of the 2024 political themes our research partners are sharing with us. If you read last week’s Wealthnotes you might recall the average performance of the […]

To Inform: Last night we had a get together to celebrate my daughter’s 18th birthday. We were standing in the kitchen and my father-in-law asked me, “What do you think about the markets this year? If you look at the news you have some people who think it’s going to be a great year and […]

To Inform: With four trading days left in 2023, we do not believe it is too early to start looking forward toward markets in 2024. Earlier this week, Alex Durbin shared a piece with The Joseph Group’s Investment Committee written by Strategas’ Head of Technical and Macro Research, Chris Verrone. Verrone was sharing “guesses” of […]

To Inform: The phrase “Gradually, then suddenly” entered the vernacular through Ernest Hemingway’s The Sun Also Rises. While the characters in Hemingway’s novel were discussing how one of them went bankrupt, we get to talk about a much more pleasing subject, and that is Fed interest rate policy (I said pleasing, not fun!). To borrow […]

To Inform: Do you ever wonder how ideas for WealthNotes come about? Earlier this week we had an Investment Strategy Meeting and Investment Analyst, Jake Lindaberry was working on communication concerning the “biggest topic in markets” in the last month to share with our Advisors. Considering most recent client conversations have revolved around the fact […]

To Inform: Identity theft is not a new concern as forms of it have been around for decades. Unfortunately, that doesn’t mean the need for vigilance is less. If anything, now more than ever consumers should be aware of identity theft and the havoc it can wreak. Recent statistics from the Federal Trade Commission (FTC) […]