Why Cash Is Not a Long-Term Investment In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to [...]

New Year, New Highs, Same Woes The new year is off to a quick start as we put 2023 in the review mirror. The start of the year brings the joys of tax season [...]

The US Economy and Investment Portfolios Q3 2023  With 2023 quickly approaching its finale we are teeming with activity at Timonier! Tis' the season for satisfying required minimum distributions, fulfilling charitable contributions strategies (Qualified [...]

What Fitch's U.S. Debt Downgrade Means for Investors With investing, as in life, it's important to know not just what to worry about, but when to do so. The national debt is rightfully a source of investor worry, but [...]

Why Oil, the Fed and Jobs Are Surprising Markets There is an old saying that happiness equals reality minus expectations. This is particularly relevant when it comes to financial planning and investing during times [...]

A Year in Review 2022 It is important to note that financial markets and their participants are forward looking, while recessions are identified with lagging indicators - looking backward. Once a recession is clearly [...]

Where Do You Find Your Focus? There is often a lag before the economic data will reveal the effects of fiscal and monetary policy adjustments. The bottom line? Investors should continue to focus on [...]

Mixed Markets and Economic Signals Explained In many ways, the current investment environment may be one of the most challenging in years due to a variety of mixed signals. While analyzing economic data in [...]

Focus and Perspective Investors faced new challenges during the first quarter of the year as markets fell into correction territory. From red hot inflation to a Fed rate hike, Russia's invasion of Ukraine to [...]