Blog

Executive Summary

Rising costs have been a reality for much of 2021, though we anticipate the pace of increases to moderate in 2022 as energy prices...

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A new year is underway, and it started off in a relatively inauspicious way for market participants. First the positive news – the US unemployment...

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Happy New Year!

For many investors, 2021 was a year of robust gains with the S&P 500 index returning nearly 29%, but there was significant dispersion...

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As we approach the beginning of a new year, it is only natural to reflect upon the year that was to remind ourselves how we arrived at this moment....

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The past week was filled with both ups and downs for risk assets, as markets struggled to digest news related to the Covid-19 omicron variant,...

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Understanding Inflation

December 17, 2021 Nathan Willis

Earlier in 2021, we published an article on whether or not you should be worried about inflation. We argued then, and we maintain today, that...

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Inflation was once again a headline last week as the US Consumer Price Index (CPI) released its most recent reading. The November CPI report stated...

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Overall Risk-Taking Score

  • The overall environment for accepting investment risk is slightly positive. This means that we advocate that client...
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The Friday following Thanksgiving, typically a quiet day in equity markets, was anything but quiet this year as news of a significantly mutated...

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Electric vehicles, also referred to as “EVs”, are getting renewed interest from both consumers and investors after Rivian stock skyrocketed after...

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