January 14, 2026

Outlook 2026: The Policy Engine

In this report, detailed charts and graphs help illustrate the 2026 outlook for the economy, stocks, the midterms, bonds, alternative … Continue reading “Outlook 2026: The Policy Engine”

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January 14, 2026

Outlook 2026: Executive Summary

THE YEAR 2025 was a good example of the prevailing regime. That is, we are witnessing markets that are driven … Continue reading “Outlook 2026: Executive Summary”

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July 30, 2025

Will The Stock Market Go Up Forever?

One of the most tantalizing questions we hear is: “Will the stock market keep going up and up forever?” Fortunately, … Continue reading “Will The Stock Market Go Up Forever?”

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July 30, 2025

Midyear Outlook 2025

Volatility, as defined by Merriam-Webster, is “a tendency to change quickly and unpredictably” — a fitting description of the 2025 … Continue reading “Midyear Outlook 2025”

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January 17, 2025

Watch Out For Your Emotions When Investing

Let’s face it, we all see headlines from time to time and it’s only human that they impact our mood. … Continue reading “Watch Out For Your Emotions When Investing”

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January 16, 2025

Get Started Now

When I was in college, during my first accounting class, Professor Tim Shaftel, CPA, used a break in class to … Continue reading “Get Started Now”

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December 10, 2024

Pragmatic Optimism

Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations … Continue reading “Pragmatic Optimism”

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