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 [...]
Market Whiplash As in most years, there was no shortage of reasons to be pessimistic in 2021. Despite these headwinds, the US economy is surprisingly doing quite well. Businesses are hiring at a rapid pace [...]
Why Slower GDP Shouldn't Worry Long-term Investors The business cycle is advancing despite a number of investor concerns, one quarter after the economy returned to pre-pandemic levels. And while the pace has decelerated, this is [...]
The New Expansion Of late your focus may have been on billionaires launching themselves into space, chiropractor visits from your crypto portfolio whiplash, still undecided tax legislation, refinancing debt, or simply watching the British [...]
