Weekly Access

Today’s New Narrative

01/07/20

On the latest news, narratives, negativity, and improving an annual Wall Street tradition.




Does Impeachment Matter to Markets?

12/13/19

Comparing the performance of the S&P 500 Index in previous impeachment inquiries.




Year-End Tax Planning Ideas

12/10/19

Three money-saving ideas to do before 2020.




3 Ways to Boost Roth IRA Savings

11/22/19

As we get to the end of the year, here are a few ways to increase your most tax-advantaged retirement accounts.




Tax Loss Harvesting

10/24/19

A great way to minimize taxes may be more challenging in 2019, we discuss how and why.




Market Volatility & Opportunity

10/03/19

One segment of the U.S. market has not made any progress in two years and nearly entered a bear market.




Best & Worst Way to Look at Bonds

09/13/19

How should investors think about bonds?




Global Growth & Negative Rates

08/28/19

The latest economic data is underwhelming and bond market yields keep falling around the world.




Yield Curve Ball

08/16/19

The spread between different Treasury bonds (the yield curve) signals a downshift in growth ahead. How should investors respond?




Trade War & Markets

08/08/19

Check out our video for what this means for the trade war and the current state of markets.




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