by David Haverstick | Jan 31, 2023
On Wednesday, February 1, the FOMC will conclude its two-day meeting and in all likelihood announce a 25 basis-point increase which will take the Fed Funds Target range to 4.50% – 4.75%. While we’re interested to hear Powell’s remarks, we expect they will be...
by David Haverstick | Jun 14, 2022
Below, we put together a Q&A from some of the more common questions and answers we’ve received and shared in recent conversations as well as a few addressing popular topics in the financial media. We hope you find this helpful in gaining context within these...
by David Haverstick | Dec 21, 2021
As 2021 comes to a close we not only wanted to wish all of our friends and clients a merry Christmas and a happy holiday season but also share some thoughts and what we believe to be a helpful perspective in making sense of what hasn’t exactly been a normal year. ...
by David Haverstick | Sep 23, 2021
Long-term investing, in concept, is very easy to understand. The strategy of committing capital to a portfolio that is designed to meet your needs in the future is a good strategy. There is nothing overly complicated in understanding that and history, as a guide,...
by David Haverstick | Jul 21, 2021
I recently had the opportunity to speak with Lewis Braham from Barron’s and really enjoyed the conversation. Check out Mr. Braham’s article, below, where he makes a case for owning individual bonds. Our regular readers may recall this post where we, too, discuss the...
by David Haverstick | Apr 20, 2021
In our most recent newsletter, we covered the great inflation debate that began during the first quarter of 2021. Inflation fears triggered a pronounced rotation out of growth stocks and into value stocks. We wanted to expand the conversation over here on the blog...
