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Tuesday, July 2, 2019

On July 4th, Independence Day, we reflect on the meaning of the day and our founding fathers who bet everything to strive for freedom and independence.

 

Friday, May 31, 2019

Here is an update on our views on the US economy, stock market and changes we have made to client portfolios in the past month. Figure 1. S&P 500 Total ReturnSource: HiddenLevers.com The S&P 500 reached new all-time highs on May 3,...

 

Wednesday, January 23, 2019

Financial markets work through cycles that are upward and are downward, just as the economy goes through such cycles varying from strong to weak. When a financial market as a whole, or as a group of securities has been rising, this is...