Our Blog

Enjoy our collection of articles that cover an array of personal finance topics.

Oct
12
Q3 Market Commentary
Q3 Market Commentary
Uncertainty regarding the course of inflation, interest rates, and economic growth have raised havoc in the markets. Stocks and bonds delivered a third consecutive negative...
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Sep
2
August 2022 Monthly Commentary
August 2022 Monthly Commentary
Powell’s Message: Curb your Enthusiasm for a Soft Landing August ushered in indications of inflation potentially peaking with housing market data decidedly slowing. However,  labor...
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Aug
5
Hot Summer; Cooling Housing Market
Hot Summer; Cooling Housing Market
It’s been an extremely hot summer in Texas and across the nation for that matter. I hope the heat nor air travel challenges and high...
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Jul
11
Can the Fed Engineer a Soft Landing?
Can the Fed Engineer a Soft Landing?
Executive Summary Thus far, 2022 has been an investment bust. Stocks and bonds have sold off together—the more speculative the asset, the bigger the declines....
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Jun
6
Is Winter Coming?
Is Winter Coming?
This past week, a couple of high-profile CEOs issued ominous warnings about economic conditions ahead. Jamie Dimon, CEO of J.P. Morgan Chase, warned at an...
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May
3
April Market Commentary
April Market Commentary
Throughout April, Russia became mired in Ukraine, and as horrible as it is, this conflict could drag on for some time. Inflation data continued to...
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May
3
March Commentary
March Commentary
At the opening of March, the Russian invasion of Ukraine was just a few days old. The civilian population of Ukraine has been brutalized. The...
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Mar
21
Economic Insights with Barry Knapp
Economic Insights with Barry Knapp
Economic Insights with Barry Knapp On Thursday, March 10th, 2022, we hosted economist and market strategist Barry Knapp of Ironsides Macroeconomics for an exclusive Zoom...
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Mar
3
February Month-End Commentary
February Month-End Commentary
February ended with the specter of Russia invading Ukraine. The aggression is jarring, and the communications out of the Kremlin alarming. Ukrainian’s resolve has inspired...
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Feb
28
Russia’s Invasion of Ukraine and the Impact on Global Markets
Russia’s Invasion of Ukraine and the Impact on Global Markets
Thursday morning Russia expanded military operations in Ukraine unsettling investment markets. Thus far, equity markets have remained relatively orderly amidst the fluid situation. Unfortunately, the...
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Feb
11
Tom Brady, Great Resignation and the Risk of Retiring Early
Tom Brady, Great Resignation and the Risk of Retiring Early
Much ado was made about Tom Brady retiring from the National Football League recently with a record number seven Super Bowl titles and most all-time...
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Feb
8
Navigating the Tapers & Tremmors
Navigating the Tapers & Tremmors
January ushered in the first official market correction since the March 2020 pandemic bear market. A late rally wasn’t enough to prevent the major benchmark...
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