What Does a Financial Plan Look Like?

by | Nov 10, 2021 | Articles

For anyone who has not worked with a Financial Advisor, this question has likely crossed their mind at least once. According to Statista,* 65% of Americans in 2020 indicated that they do not work with a Financial Advisor. Given how events unfolded last year, if there...

Is Economic Volatility Imminent

by | Sep 24, 2021 | Articles

Updated October 1st, 2021 I believe that we are at a point of inflection where risks of various types are weighing on the market as we remain relatively near all-time record high levels. What Are the Main Areas of Risk for the Financial Markets? Broadly, I would...

Is The Economic Cycle Shifting?

by | May 18, 2021 | Articles

David, Brandon & Brian Wesbury- First Trust Event Is The Economic Cycle Shifting? I believe that the most pressing concern on the minds of my clients at the present time is inflation, and the evidence that is beginning to suggest a slowing of economic activity. On...

Economic Update: Is Stagflation Back?

by | May 11, 2021 | Articles

Economic Update: Is Stagflation Back? As you know, we have been discussing the potential for economic softness since the beginning of the year.  Recently, we’ve reviewed many individual metrics that are beginning to show a correlation that reflects the weakness...

Potential Evidence of Economic Deceleration

by | Apr 27, 2021 | Articles

Potential Evidence of Economic Deceleration We constantly monitor changes in many economic metrics so that we might better understand trends, and this improves our ability to manage investment portfolios to the objectives of our clients.  While today’s commentary...