Economy & Markets

Inflation Trends 2023

A topic we have been discussing in our meetings is the concept of year-over-year inflation. Near the middle of each…

3 years ago

Modern Mega Corporations and Their Growing Spheres of Influence

In 2022 the financial world will see multiple newsworthy stock splits. Earlier this year on June 6th Amazon split its…

3 years ago

Winners Don’t Quit

“Success seems to be largely a matter of hanging on, after others let go.” - William Feather Winners don’t quit…

3 years ago

Market Volatility? Stay the Course.

Is the Bull market over?  Are rising interest rates going to hurt bonds?  Will inflation continue to rise? Why is…

3 years ago

Inside the Latest Relief Bill: The American Rescue Plan

Pandemic Relief Acts There has now been a total of 6 pandemic relief acts passed in the United States. Coronavirus…

4 years ago

Funeral Zooms

With the second wave of COVID-19 either looming or upon us, you might be feeling the added stress that comes…

5 years ago

The SECURE Act: What It Means

The "Setting Every Community Up for Retirement Enhancement" (SECURE) Act passed the U.S. House of Representatives last May, passed the…

6 years ago

Planning for Tariffs of Yesterday and Today

Similar to today, the Roaring 1920s saw rapid technological change with cars and electricity. This created a farm surplus as…

6 years ago

Weekly Perspective

This week marked the 307th time that the Dow Jones index fell 3% or more in a single day when…

6 years ago

A Primer on Private Equity

You may already be invested in private equity; large pension plans are very keen on private equity investments. If you…

11 years ago