Breakin’…The Movie & The Yield Curve (As In, The Yield Curve Is Breakin’ Out)
Some of us remember a time BEFORE breakdancing; let me tell you, those were dark days. Then, everything changed! We were introduced to moves like “The Windmill” and “The Freeze” and dancers like Crazy Legs and Mr. Wiggles (what awesome names!). Some of us became…
If Demography is Destiny, Thank a Millennial
When markets obsess over the news of the day, such as GameStop and a short squeeze of epic proportion (more on that in a bit), the best thing we can do as long-term investors is take a step back and focus on what drives the…
Tremble Before B.A. Baracus? Always. Tremble Before the Baa Spread? Not Today.
In the 1980s, no actor was tougher or more intimidating than Mr. T, who was made famous by his role as the hard-hitting Clubber Lang in Rocky III (“What’s your prediction for the fight? Prediction? Yes, prediction. Pain.”). Mr. T also starred in “The A…
As goes January… so far, so good
As you might expect, an institutional investment firm like ours spends most of its time monitoring and interpreting economic and market indicators, tracking portfolio and strategy performance, and rebalancing exposure to major and minor asset classes – all with an eye towards providing our clients…
Vlog: Quarter-end Q&A 4Q2020
Tim Holland, CFA, Chief Investment Officer, asks and answers three top-of-mind questions as investors receive their quarterly statements and reflect on the past quarter: Has a stock market bubble formed? Will international markets continue to gain ground on the US? What are the policy implications of…
Kind of, pretty much, just about divided government
The S&P 500 Index is up an extraordinary 16% since election day – November 3, 2020. As we think back on the past 10 weeks, we arrive at two primary catalysts for the market’s remarkable run: dramatic breakthroughs on the COVID-19 vaccine front and a…
To Better Times
While we may have turned the page on 2020, the challenges and uncertainties of the old year have followed us into the new year – the coronavirus continues to ravage our country and we still don’t know what party will control the US Senate, and…
Dr. Daniel Crosby’s 21 Financial Resolutions for 2021
Financial progress comes second only to goals around diet and exercise when it comes to New Year’s resolutions, and yet, many folks don’t know where to get started when it comes to mapping out a financial future. While most of our resolutions understandably tend to…