TIMONIER BLOG
Our take on the markets.
From the Engine Room: Q1 2025
Navigating Tax Season and Market Volatility
As we step into another quarter, I am delighted to share with you the latest edition of our quarterly newsletter. In these times […]
From the Engine Room: Q4 2024
Another Year in the Books
As we begin this new year, it is the perfect time to approach your financial journey with renewed vigor and a strong sense of […]
From the Engine Room: Q3 2024
Special Edition: A Lot of Happenings
As we near the end of this presidential election year, it feels like time is moving full speed ahead. One thing we can […]
From the Engine Room: Q2 2024
What Broad Market Performance Means for Investors
History shows that long-term investing isn’t just about “predicting winners” – it’s also about diversifying across styles, factors, and global markets. Market […]
From the Engine Room: Q1 2024
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 […]
From the Engine Room: Q4 2023
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 […]
From the Engine Room: Q3 2023
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, […]
From the Engine Room: Q2 2023
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 […]
From the Engine Room: Q1 2023
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 […]
From the Engine Room: Q4 2022
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. […]