Jerome Powell, in his own words.

Jerome Powell, in his own words.

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...
Market Q&A

Market Q&A

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...
Price & Value

Price & Value

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. ...
The Truth About Long-Term investing

The Truth About Long-Term investing

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,...
The Case for Individual Bonds

The Case for Individual Bonds

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...
Let’s Talk About Value

Let’s Talk About Value

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...